The Rising Tide
A weekly newsletter on the business, technology and people shaping the future of wealth management.
Rethinking Your Communication Strategy in 2024
Rethinking Your Communication Strategy in 2024
The Need for Continuous Innovation in Wealth Management
The Need for Continuous Innovation in Wealth Management
The Power of User Stories in Wealth Management
The Power of User Stories in Wealth Management
What It Takes to Formulate a Clear Strategy in 2024
What It Takes to Formulate a Clear Strategy in 2024
The Keys to Blocking Out Vanity Metrics While Building Your Firm on Substance and Reality
The Keys to Dismissing Vanity Metrics and Focusing on Real Value
Empathy and Expansion: Crafting Client-Centric Growth in Wealth Management
Client-Centric Growth: Empathy & Expansion in Wealth Management
How Process Empathy Can Dramatically Transform Your Advisory Firm
How Process Empathy Can Dramatically Transform Your Advisory Firm
The Not-So-Secret, Secret to Success
The Not-So-Secret, Secret to Success
The Future is a Synthesis — Finding a Framework for Your Advisor Technology
The Future of Advisor Technology: A Synthesis Framework
Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing
Evaluating Your Tech Stack: Insights on Utilization and Satisfaction
A Moment to Settle Down and Breathe
A Moment to Settle Down and Breathe
The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field
The Bad, The Good and the Memorable from the Mountains, the Beach and a Football Field
Rethinking the New Account Process for Financial Advisors
Rethinking the New Account Process for Financial Advisors
Why Most Advisor Marketing is Broken & How To Fix It
Why Most Advisor Marketing is Broken & How To Fix It
Wires, Widgets, and Wealth Management – Making Sense of Your Tech Mess
Wires, Widgets, and Wealth Management – Making Sense of Your Tech Mess
AI’s Over/Under: How AI Will Practically Impact Wealth Management
AI’s Over/Under: How AI Will Practically Impact Wealth Management
Keys to Being a Remarkable RIA in 2023
Keys to Being a Remarkable RIA in 2023
Helping Your Clients Safely Make it Through Shark Week
Helping Your Clients Safely Make it Through Shark Week
Getting Real About Data-Driven Decision Making, Air AI Could Be Your Next Sales Person, and Why Technology Alone Can’t Replace Advisors
Data-Driven Decision Making & AI Sales: Advisors Still Essential
The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites
The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites
How Threads Can Inspire Your RIA, The Secrets to Building Trust & An Upcoming Event Invite
Inspiring Your RIA: Building Trust & Event Invite
The Secret to Living Longer and Your Client Experience, Forecasting Your Billing, Crafting Your Own Michelin Guide, Roman Candles and More
Enhancing Longevity, Client Experience & More
The Importance of Finding Your Organization’s Rhythm, Salesforce Goes AI, & The Next Generation of Industry Leaders
The Importance of Finding Your Organization’s Rhythm, Salesforce Goes AI, & The Next Generation of Industry Leaders
The Dawn of the Anti-Social Network: Apple’s AR/VR and the Future of Wealth Management
The Apple AR/VR Revolution in Wealth Management
