Bitcoin, ESG: two game changers for the wealth management market

In the last few years, we have witnessed two groundbreaking trends – Bitcoin and Social Responsible Investing – both of which have proven to fiercely shake up the wealth management marketplace. At this stage, it should be assumed that these trends are front of mind for every financial advisor – especially for those growing their […]

Finding Leads in Niche markets

Financial Advisors coaches/Business consultants seem to pretty agree on ONE thing: sustainable growth comes from focusing on a niche. There is only so much growth that an advisor can experience selling to his/her friends and “serendipity strategy” always ends up with an inconsistent client portfolio and a plateau. One of the challenges in a “niche” […]