Insights & Resources
In a world increasingly driven by technology and awash in data, the ways in which we relate to one another are being altered. In this disruptive landscape, advisors have the opportunity to evolve their role beyond providing financial advice through the power of conversations, connections and confidence.
Featured Content
Marc Spilker and John Peluso: Perspectives on the Evolving Advice Business
Listen to the podcastarticles
Show All ArticlesCreating “The Happiness Portfolio” for Clients: The Lessons of Getting Older and Post-Traumatic Growth
Read the article
Conversations Advisors Can’t Afford to Avoid with Clients and their Families
Read the article
Guiding Clients Through the Perfect Storm
Read the article
How to Start Long-Term Care Planning Conversations
Read the article
Illumination: The Other Value of “Stay-at-home”
Read the article
Living in the Post-Truth Covid-19 Era: Becoming Your Best You
Read the article
Research
Show All ReportsElections Guide for Investors
Read the report
Sustainable Investing
Read the report
2021 Outlook – Forging a path forward
Read the report
How Bull Markets End
Read the report
The Next Frontier Podcast
Show All EpisodesWelcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Featured Content
Mindy Diamond: Navigating Choice to Build Your “Best Business Life”
Listen to the podcastThe Next Frontier Webcast
Show All WebcastsThe Next Frontier Webcast Series brings together voices, resources and our community to help you move your practice into the next frontier. We hope you’ll join us for meaningful insights and actionable content – or listen to any of the recorded webcasts in our library.
Videos
The Next Frontier: Coaching Tips
Watch the video
Matt Oechsli: Changing Investor Expectations – Are You Ready?
Watch the video
Dr. Robert Biswas-Diener: Can Money Buy Happiness?
Watch the video
Dr. Joseph Coughlin: Making the Most of Our Bonus Years
Watch the video
Carolyn McClanahan: What’s Next for Financial Advisors?
Watch the video
Tim Ursiny: Building Better Relationships with a New Kind of Coaching
Watch the video
Whitepapers
Best Practices of Today’s Elite Advisors
Read the white paper
Digital Disruption: Is the Financial Advisor’s Value Under Siege?
Read the white paper
Gen Y Is Ready To Invest… Are You Ready To Advise Them?
Read the white paper
Home Sweet Home: Helping Clients Navigate Where to Live for a Lifetime
Read the white paper
Helping Clients Navigate Longevity
Read the white paper
Sustaining Your Practice and Reclaiming Your Life
Read the white paper
Meet Gen C – Generation Caregiver
Read the white paper
The Next Frontier: Conversation, Connection and Confidence
Read the white paper
Understanding Today’s Affluent
Read the white paper
Published on August 29, 2018
Elite advisors are phenomenal listeners, and we have taken what elite advisors do and call it the "three C's of communication."
