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Leveraging AI for Scale and Human Connection
Technology & Operations 2026 Ensemble Leaders’ Summit Speaker Series | Key Takeaways Augmented intelligence, not replacement: AI should act as an “Iron Man suit” that...
What Should a Talent Strategy Budget Look Like?
Leadership Talent & Organization | 6 min read Key Takeaways A comprehensive talent budget requires eight categories: total compensation, recruiting/hiring, onboarding,...
The Leadership Gap Behind the Talent Gap: Most Advisory Firms Are Solving the Wrong Problem
Leadership & Succession Firm Growth | 6 min read Key Takeaways The advisor succession cliff has already arrived: 100,000+ retirements are projected over the next decade,...
Project Management Is Soul-Sucking Until You Understand What It Actually Does
“Project management can feel like work that sucks the soul right out of you.” That’s a direct quote, used with permission, from Joe Olson, Partner, COO, and CFA at...
Partnership Conflicts: Why Growth Model Alignment Is Critical
Immediately after a merger or the formation of a new ensemble, everyone assumes that whatever tensions might have built up during the process will soon resolve...
Internal Transfers of Trust: Letting Go Without Losing Control
There’s a reason why we’re introducing this conversation at the start of the year. It’s because the beginning of the year creates a rare opportunity for firm founders...
Year-End Reflection Through a Three-Year Lens
As this year comes to a close and the holidays approach, I find myself spending more time than usual reflecting. On the advisory teams we serve. On our own team at...
The Case for Building a More Enduring Firm: Creating Value Through Continuity and Talent
– Insights from John Furey (Managing Partner at Advisor Growth Strategies) from our 2025 ClientWise Ensemble Leaders’ Summit – At this year’s ClientWise Ensemble...
Confidence, Complexity, and the New Value Equation
HIGHLIGHTS FROM THE 2025 INVESTMENTNEWS BENCHMARKING STUDY Trends in Client Service & Pricing I recently spoke with one of our clients, who clearly identified the...
Finish Strong 2025: Five Moves That Set Up a Powerful Start
Every year, there’s a specific period that decides whether your business finishes the year feeling exhausted or energized. It’s the interval between Labor Day and...
Compensation Planning: Build Your Compensation Philosophy BEFORE Talking About Bonuses
Every autumn, advisory firm leaders gather around their spreadsheets to determine bonuses, raises, and year-end profit sharing. It’s the season of pumpkin-spice lattes...
Stop Undervaluing Your Firm: It’s Time to Upgrade Your Pricing to Reflect Your Services
Pricing. It’s one of the most overlooked levers in your firm’s valuation arsenal. Yet too many advisors treat pricing as a fixed back-office function rather than as a...
Offboarding with Integrity: How High-Performing Teams Say Goodbye
For high-performing teams, the fit and alignment of each team member are just as important as their individual skill sets. Whether assessing a recent hire or evaluating...
That’s Not Growth—That’s Gravity: Why Confusing Market Returns with Real Business Growth Is Killing Your Firm’s Future
Let’s be blunt: too many advisory firms are fooling themselves. They point to a 12% increase in AUM and pat themselves on the back. They celebrate hitting “record highs”...