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CHAIRMAN'S COUNCIL

Chairman's Council offers unconventional strategies for ambitious Wealth Management professionals targeting exponential AUM and Revenue Growth. Subscribe now!

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Latest Issues

Most Advisors Pick Their Niche the Way They Pick a Stock That Already Went Up

You Don't Have a Niche Problem. You Have a Niche-Selection Problem.

The top 10% of Financial Advisors who serve a defined niche take home roughly $660,000 a year. The top 10% who stay generalists take home about $395,000. That comparison c...

3 days ago
1
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You're Not Expensive. You Just Can't Prove It.

Last quarter, a Wealth Manager three years into building a respectable book sat across from a prospect with roughly four million in investable assets and, somewhere between the portfolio review and the close, quietly shaved fifteen basis po...

5 days ago
1

People Move Their Money for Reasons They Never Say Out Loud

The Questions That Decide Whether a Prospect Signs

You have replayed it more than once. The prospect who should have signed. The referral came warm, the chemistry in the room felt real, and the numbers were on your side right. You walked t...

7 days ago
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★ It wasn't your fee.

Photo by Vitaly Gariev on Unsplash

The prospect did not choose your competitor because you were too expensive. They chose them because you walked in blind. Here is a common scenario that cause many Advisor second guessing their approac...

10 days ago
2

From Advisor to CEO

The wealth management industry spends a lot of time talking about technology. Read most industry publications, or sit through a firm presentation and you’ll hear about artificial intelligence, workflow automation, digital onboarding, planni...

12 days ago
3

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    Chairman's Council is the Wealth Management industry's foremost resource for ambitious Financial Advisors targeting exponential AUM and Revenue Growth.

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