Wealth Demographics

Wealth Demographics

Sign in Subscribe

Who Are the Market Leaders?

Who Are the Market Leaders?

What Sets Market-Leading Financial Advisors Apart? In today’s competitive landscape, the top financial advisors are no longer defined solely by their AUM or investment returns—they stand out through their relevance and reputation. These two qualities are the foundation of market leadership, and they come from a specific set

The Battle for the Mind

The Battle for the Mind

Positioning Strategy: The Battle for the Mind Positioning strategy isn’t just about where your brand sits in the market—it’s about where it sits in the mind of your customer. Al Ries and Jack Trout called it “the battle for the mind” because, in a crowded marketplace, perception

First Things First

First Things First

Why Positioning Strategy Must Come First Before diving into value proposition design, branding, or marketing campaigns, businesses must first define their positioning strategy. It’s the foundational step that determines how your product or service fits into the market and into the minds of your target audience. Without it, everything

The Succession Tsunami

The Succession Tsunami

Navigating the Coming Wave of Retiring Financial Advisors The financial advisory industry is on the cusp of a massive transition - one often dubbed the "Succession Tsunami." Over the next decade, a significant portion of financial advisors - many of whom are baby boomers - are expected to