Wealth Management Experience by Matthew Curran
Matthew CurranWMX is for ambitious financial advisors and wealth-management leaders who want to become better advisors, build better teams, grow better businesses, and make better career and business decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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When The Idea of ‘Independence’ Starts Making the Decision for You
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Independence has become one of the most attractive ideas in wealth management.
There are good, and well-documented, reasons for that. The interesting question is what happens when the notion of pursuing independence becomes...
Advisor Transition Architecture
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What actually caught my attention over the past two weeks was not one large transaction.
It was two very distinct themes.
A. It was how many different versions of “independence” appeared at the same time.
One Ameriprise te...
A misunderstanding that needs clarifying
A lot of advisors like the idea of independence, but they pause. Why?
This is your life’s work afterall.
So it’s time to remind you of the general compare/contrast of independence versus traditional brokerage firms.
Now, let’s overlay t...
Advisor Transition Architecture
Here’s what stood out this week once I filtered out the press-release language - the deals, the numbers, and one compliance gap nobody’s advertising.
Take what’s useful.
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Transitions. What I keep getting asked, worded th...
The Independence Question Is No Longer Just About Payout
WMX Monthly Independence Model Opportunity Showcase
Some independent opportunities need a long form review. Kind of a mini-due diligence. I spend time learning, listening, and reading so you don’t have to.
A growing advisor ca...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
I write about topics that matter to wealth management teams - with my perspective after 25+ years in the industry coaching hundreds of advisors.
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