Finance Services

  Will the next recruiting battle be fought over who owns an advisor team’s intelligence? By Curtis C. Brown, Jr.  |  Tier1 Level Consulting, September 2026 A $1.2 billion team at a major wirehouse spends three years building a private AI assistant. It drafts prep notes before every client meeting, flags service gaps before they become complaints, […]

THOUGHT LEADERSHIP Deployment Is Not Adoption The System That Determines Whether AI Changes Behavior Every wealth management firm can point to the same milestone: the platform is live. Compliance approved it. Employees completed the training. The dashboard shows logins. And yet, walk the floor six months later and very little has changed. Advisors still spend their mornings[…]

A TIER1 LEADERSHIP PERSPECTIVE By Curtis C. Brown, Jr.  CEO, Tier1 Level Consulting The Phone Call That Never Stopped Mattering Years ago, during one of the hardest stretches of my career leading a Merrill Lynch branch through a market downturn, an advisor pulled me aside after a brutal week. Production was down. Morale was lower. He said[…]