Where elite advisors refine how they sell, operate, show up, and serve.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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thewmx.substack.comLatest Issues
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...
There are a lot of ‘Bens’ out there.
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Ben, my client (changed name), is a successful financial advisor in Ohio. He has built strong client relationships, knows how to develop business, and is at his best sitting across the table from someone working through a com...
The Opportunity Cost of Standing Still
There’s a moment we can easily recognize but we rarely name.
It’s when something works, yet no longer fits the way it used to.
The platform is… fine.
The process is… familiar.
The outcomes are… acceptable.
And still, we feel constrai...
What I’m Reading and Hearing
Not written by AI. This is what actually caught my attention this week. Buying & M+A, the deals, the numbers, and a few things nobody put in a press release. I find this stuff fascinating. Take what’s useful.
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What...
Control. Comp. Resources. Reporting.
1.
A private bank once told one of my advisors: “We integrate everything - you can do everything for your top clients here.” Not a lie. But there was much more to explore.
That word — integrate — sounds like an answer. It isn’t one. It...
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Subscribers, engagement, traffic and sponsorship for WMX.
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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