White Papers & Insights

Amplify your strengths as a financial advisor by expanding your knowledge. Review these resources, including white papers and case studies, for strategies you can use to more effectively guide your clients and build your practice.

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Tailoring your financial advisory services

Find out how to create a custom advisory plan for each client, designed to last a lifetime.

Build your business like a boss

See how a scalable business model can fire up business growth and help position you for the future.

Weighing the potential impact of private equity ownership

Learn how a strategy predicated on making a quick exit could negatively impact your business and clients.

Transitioning your business

Learn the truth about transitioning, and how a move could be the best business decision you make.

Three ways to drive practice value

Learn how top advisors manage operations, strengthen relationships, and lock-in future value.

Help your clients weather market volatility

Learn actionable strategies you can use to reassure clients and reinforce your value during uncertain times.

Four reasons the demand for advice is blooming

Learn how advisors are in demand as regulations tighten, technology evolves, and generations shift.

What the new tax law means for you

Learn how to maximize your value as a financial advisor and business owner under the new tax law.

How to find the firm that's just right

Evaluate whether your broker/dealer can support your goals and client needs.

The advisor's guide to digital marketing

Explore ways to build your business and deepen client value through today’s digital opportunities.

The art & science of scaling

Learn how to pursue your goals through practice scalability and personalization.

From prospect to pipeline: build strong relationships

Discover strategies that deliver on client’s needs, speak to their goals, and help build strong relationships.

Meet client milestones

Making these simple changes to your book of business may help increase its value.

Five strategies for improving business valuations

Learn how practicable enhancements can increase the value of your business to a buyer.

Choose the right partner to drive client loyalty

Learn how to cement client loyalty by choosing a firm strong in customer satisfaction.