Our Thoughts | My Site

Our Thoughts

1 min read

Goals-Based Investing Podcast Interview

In this episode, Tony Davidow, CIMA®, is joined by Christine Gaze, CIMA®, Founder and President of Purpose Consulting Group, for a...

1 min read

The Advisor of the Future: Separating the Best from the Rest.

By: Christine Gaze

2 min read

Swim Lessons

As Seen in Financial Planning. Don’t throw new advisors into the deep end. Here are a few smarter ways to help them. In a perfect world,...

3 min read

How to Engage Advisors for a Better Team

As Seen in On Wall Street Engagement with advisors is a huge driver for productivity and retention, yet team leaders often evaluate it...

3 min read

The Next Big Thing in Retirement Advice

Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia. As Seen in Investment News The farther an...

3 min read

5 Tips to Boost Advisers' Productivity

As Seen in Investment News The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency...

2 min read

Forecast: Big RIA Trends to Watch

As Seen in Financial Planning This is a critical time for the industry, with demographic and technological shifts creating tectonic...