Raef Lee

June 16, 2021 Competition for clients is about to heat up, as large firms and mega teams are forming rapidly. Are you ready to make important changes to the way you do business? Sometimes I feel like Chicken Little, crying, “The sky is falling!” to whomever will listen. I realize that most advisors don’t see the evolving advice landscape or how the consumer is changing, but the signs are there, if you are looking. Look at the headlines in the financial press.

June 10, 2021 We recently interviewed a dozen RIAs and shortly thereafter heard from RIA Industry leaders. In a "Practically Speaking" first, Harley Nager returns with his second guest post in just a month. While we typically space out our guest posts, I loved this article and thought it was timely following the RIA Summit. Harley shares some the feedback we have heard from RIAs about how their firms are evolving and what's important to them when it comes to technology.

Common-sense ideas to grow your advisory business Practically Speaking Blog Posts May 20, 2021 Beat the Custody ConunDrum John Anderson Is it time to rethink your custodian? We’re taking a due diligence “world tour” Blog Posts May 13, 2021 Advisors: Are You Netflix or Blockbuster?