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MayBy Curtis C. Brown CEO When any client can summon a CFP-grade portfolio analysis in seconds, the question is no longer what you know — it’s whether you’re worth knowing. For the better part of a century, financial expertise was a moat. The wealth manager who understood tax-loss harvesting strategies, Monte Carlo simulations, and the nuanced interplay […]
Succession planning is one of the most important conversations in an advisory practice—and often the one most delayed. Many successful firms grow around the relationships and leadership of a senior partner. Over time, those relationships become the backbone of the practice. But when retirement approaches without a clear transition plan, firms can face unnecessary risk: client uncertainty,[…]
