INSIGHTS & ARTICLES
Perspectives That Drive Better Growth.
Thinking, listening, and reading for advisory teams building for what’s next.
WORTH READING
Interesting Articles and Videos We Think You Will Benefit From.
ARTICLES
Multi-Gen FA Teams Best Suited for Great Wealth Transfer, Wells Execs Say
Why we’re sharing it: the multigenerational-team thesis is exactly what our team and succession work prepares advisors for.
Read at www.financialadvisoriq.com
True Leadership
True leadership begins with self‑discipline. See the article from George Stern that explores thirteen practical ways to strengthen personal leadership — from keeping small promises and owning your mornings to guarding your energy and modeling the behaviors you expect from others.
Estate Planning Steps
As AI becomes more embedded in our practices, don’t forget where you add value: in the nuanced, human-to-human interactions that your clients value. For example, get better acquainted with estate planning, which is really a reflection of the family you already know. We’re not suggesting you go to law school! But be familiar with the process and the terminology enough to recognize planning opportunities! In fact, why not try it on YOURSELF?
Take a look at this article highlighting 7 critical tips for Estate Planning from smartasset.
AI Skills you Need!
AI isn’t taking your job — but someone who knows these 6 skills will. We found this article from George Stern not only relevant but time appropriate!
Succession Planning Paths
Succession planning isn’t one‑size‑fits‑all. This Financial Advisor IQ article lays out the different paths advisors can take, from internal transitions to partnering with outside firms. Click the link for the full chart, it's worth saving!
Capacity Solutions
When you feel like you can’t take on one more thing, your capacity needs to be reviewed. We found this article from Advisorpedia to be an interesting read.
https://lnkd.in/esmAkHyE
VIDEOS
Listen to Multigenerational Team Members
Let your multigenerational team talk. Seriously. The fastest way to level up your culture is to stop assuming you already know what they think and start actually listening.
See this video from a successful FA team lead on this very topic!
Capacity of Your Team
Ever feel like your team is running at full speed… but you’re not sure if you’re actually at capacity or just surviving the chaos? Watch this video for some insight to assessing your teams capacity.
Just 4 Simple Words
Watch how these 4 simple words can help you in your next prospect meeting.
Learning from Your Mistakes
Every success story has one thing in common — mistakes. Not the kind we hide, but the kind we learn from. Growth comes from trying, adjusting, and trying again. This is how we get better: one lesson at a time.
Watch this video where a seasoned Financial Advisor talks about his view!
A Successful Team
In any business, no single person can deliver the level of service clients deserve. That’s why it's vital to operate as a cohesive team. Watch an FA on a successful team discuss.
ON OUR SHELF
Books that shaped how we think about growth, leadership, and serving clients. Tap any cover to read more.
