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They Don’t Leave. They Drift. Why Client Loss Is a Leadership Failure, Not a Relationship Problem
It's a widely accepted belief in our industry that clients leave because of poor performance, high fees, or a more attractive offer. At best, this is wishful thinking....
7 Areas Where AI Can Accelerate Your Firm’s Growth
Our industry is undergoing a seismic shift – moving away from manual data entry and basic spreadsheets toward a future defined by high-velocity intelligence. For...
The AI Revolution
From awareness to action AI is already impacting the business of advice: changing client expectations, and providing you with opportunities to do more with less. But now...
Creating Powerful Partnerships
It's almost unavoidable. Every advisory firm is (to some extent) a reflection of its leader. As firms grow successfully and shift their focus toward creating a more...
The Missing Puzzle Piece: Why every large RIA needs a project management leader
Just a decade ago, project management was considered a support function – a checklist keeper and coordinator who was tucked under operations. Today, execution is one of...
Who’s the Next Generation? Rethinking Leadership Development and the Passage to Partnership
Most advisory firms believe they know who the next generation is. They start with age – assigning labels such as G1, G2 and G3. The logic seems relatively...
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...
19 Practice Management Podcasts to Elevate Your Business in 2026
We first curated this list a couple of years ago. But considering both the critical importance of this topic, as well as the emergence of some new entrants into the...
Why Competence Doesn’t Always Translate to Influence: Strategies to build ‘followership’ for next generation leaders
Whenever we reflect on generational leadership transitions, we strive to focus less on titles or succession plans and instead focus on something far more basic yet far...
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...
The Silent Leadership Paradox
Have you ever thought, “Why doesn’t my team just do the thing that’s so obvious? It’s right there.” That thought is a clear signal of something I call The Silent...
Designing Client Confidence Beyond the Advisor Introduction. Two Transfers of Trust, Not One
When advisors discuss transfers of trust, they almost always mean clients. That is understandable. Client confidence is visible and emotional, and it is directly tied to...
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...
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...