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Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your business quickly.

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Earlier this year, WealthCounsel teamed up with Trusts & Estates on a survey designed to explore the current state and future direction of estate planning. Listen in as Jenni Davenport, VP of Software Solutions and Editor in Chief at WealthCounsel, shares highlights and surprising findings from the research.

When looking at the wealth management and financial advisory landscape in the coming year, definite themes emerge. There's the continued rise of cryptocurrencies and ESG investing, the never-ending onslaught of RIA mergers and acquisitions, and the glimmer of possibilities emerging for advisors coming from direct indexing and, dare we say it, artificial intelligence.  See who made our 2022 list.

Thought leadership initiatives enable you to showcase your expertise in a genuine and scalable manner. This is a “pull” rather than “push” marketing strategy. Over time and through repetition, you’re helping your target market see first-hand that you’re a great solution for financial advice.