Insights Business Management

Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only 5 years old. “The fact that he got me started opening a bank account that early, …

This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report. In early 2022, my colleague Julie Ragatz, Ph.D., and I embarked on a research journey together. Our goal? Dive into the experience of women working in wealth management to uncover the barriers to entering and …

While this job has been fascinating and interesting for all 16 years I’ve done it, the past 12 to 18 months have probably been some of the most interesting in my career. Here’s why: I’ve gotten to know successful advisors even better than I already knew them. I already knew that part of their success …

Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts. Zoë’s aim is to find freedom by exploring options and choices in life. “Finding freedom is not just about discovering one thing, but finding a …

In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services – all while learning the lessons of how to be a rock star on camera as they search the heavens for the perfect answer. “Relationships are front …

Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a lawyer by training and has worked in the nonprofit sector for many years. In this episode of the Framework podcast, we focus on financial stability for underserved people. Jon discusses …

“It’s not what you said, it’s how you said it.” Have you ever been on the receiving end of this statement? I certainly have. And it’s a reminder that there’s much more to effective communication than just the words we say. The Corporate Finance Institute notes that effective communication can help you in all aspects …

A recommendation commonly shared with financial advisors is to dedicate time working on the business – strategic direction and improving key business functions, as a necessary complement to all the time you spend working in the business – completing important tasks and meeting with clients. Time spent in the business is far more likely to …

David DeVoe is CEO and Founder of DeVoe & Company, an investment bank and consulting firm. He has more than 20 years of experience in the business strategy and banking world and is passionate about helping entrepreneurs make the most of their business-life decisions. “It’s not like putting a deck on the back of the …

Advisors are wearing too many hats. And in many cases, they make their team members wear too many hats, too. But there’s a way to do less, elevate your practice and delegate so you can take off some of those hats: tap into the gig economy. Investopedia says the gig economy is based on flexible …