The Wealth Management Experience
Matthew CurranWhere elite advisors refine how they sell, operate, show up, and serve.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | thewmx.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Best Advisors Do Not Pitch. They Diagnose.
Most growth problems are not marketing problems.
The Practice Management Discipline That Changes Client Meetings
In mature wealth management firms, client meetings rarely fail because of a lack of technical knowledge. They falter for less visible reasons: misaligned priorities, unclear intent, unspoken risks, or a failure to recognize what actually ma...
The Quiet Cost of Optional Conviction
Central Insight
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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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