Advisor Transition Architecture
Matthew CurranWhere elite advisors refine how they sell, operate, show up, and serve.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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The Advisors Business Owners Trust Most
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Most advisors think business owners want sophistication first.
Tax ideas. Estate structures. Private investments. Exit planning.
Those things matter.
But they usually come later.
First, business owners look for something...
How Top Advisors Evaluate a Firm (The Same Way Investors Evaluate Startups)
I have been working closely with - and mentoring - fintech startup founders for a few years now. We focus our time on messaging a clear value proposition to investors.
That experience informs my advice to financial advisors around how they...
Answering "but… what exactly do you do?”
I was asked last week, “I see your stuff on LinkedIn – and it’s really good – but… what exactly do you do?”
First of all, the foundation of this question and answer is: I love partnering with wealth management advisors. Everyone at GRN Sho...
The First Meeting Is Not for Advice
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1.
Many advisors feel pressure in the first meeting.
The client just walked in.
You want to show value.
So the meeting moves quickly.
You start explaining markets.
Planning ideas.
Portfolio thoughts.
You’re pres...
G1 Advisor-to-G2 Advisor Trust Transfer
Most firms ask the wrong question.
They ask: “Is G2 in the meeting?”
That is not the real test.
The real test is this:
Would the client feel calm calling G2 if G1 were gone tomorrow?
If the answer is not a clear yes, the work is not do...
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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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