Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Author: Dana Burkhardt
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Succession Is Not an Exit Plan — It’s a Business Strategy (Preferably Started Before You’re Tired)
I recently sat on a panel focused on succession, transition, and valuation. One truth kept surfacing: most advisors think about succession about 10 years too late.
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Client Acquisition, Client Experience, Client Relationships, Clients, Financial Planning, Practice Management, Wealth ManagementBeyond Resolutions – How to Improve Your Practice in 2026
“You don’t look like your goals; you look like your habits.” I don’t know who said that first, but it stopped me cold when I heard it the first time. I think about it every year around this time when I see people trotting out their new year’s…
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Build a Truly Multi-Generational Advisory Firm—Or Risk Being Left Behind
I recently had the pleasure of presenting to some of AssetMark’s best advisors at the Platinum Summit event. During this session, I shared about creating a truly multi-generational firm—one that goes beyond multigenerational families and expands to multigenerational advisors and team members and even into multigenerational services.