Clients' financial lives are ever-changing and complex. Now more than ever, advisors need to focus on selling a personalized experience, rather than on selling their services. There are lots of...

By David Finley

One of the most challenging tasks facing financial advisors and wealth firms is attracting and retaining clients. Research by Michael Kitces shows that in the first three years, the...

By David Finley

Today’s modern digital consumer expects quick online solutions, abundant connectivity and constant access to their smartphones. While the industry has come along way in...

By David Finley

With greater wealth comes greater responsibility. However, these demands often interfere with being able to clearly define the purpose of one’s wealth and building a plan...

By David Finley

If there's anyone who knows about the changing needs of wealthy individuals and how advisors must respond to this transformation, it’s Sebastian (Seb) Dovey. This...

By David Finley

Susan Gutfreund returned home from vacation for a celebration of Piper-Heidsieck’s luxury champagne, a type of wine only ever presented to Marie-Antoinette in 1785. Susan...

By David Finley

As a financial advisor, you want to provide your clients with an outstanding customer experience right? Well, I hate to be the bearer of bad news, but many advisors are falling...

Consumers of luxury brands like Rolex, Holt Renfrew or BMW know what to expect when it comes to the quality of jewelry, clothing or vehicle they are buying. They feel special, you might even say ...

By David Finley

While luxury brands are in an elevated category of their own, advisors can learn a lot from their marketing strategies.

A luxury brand is able to connect with its customers by...