Complacency is a funny thing: It’s easy to fall into and hard to get out of.

Lest the noisy wheels of commerce drown out the voice in your head that tells you to focus on your clients above all else.

Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...

It’s based on the idea that you should be current in all areas of your clients’ financial lives, not just their investments.