7 September 2021
Thriving Family Principle: How do you empower kids as leaders?
One of our firm’s 12 principles is “Empower, Don’t Control”.
When Sarah Fontenot first started at...
2 minute read
27 July 2021
Do you need an Estate Plan... An 11 Minute Estate Plan?
As we accumulate wealth our financial lives become increasingly complex. This often leads to more...
3 minute read
15 July 2021
Risks of Private Equity Ownership of RIAs
Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry...
1 minute read
6 July 2021
Is Your Spouse Prepared to Take Over the Family Finances?
When I started in the wealth management business over 25 years ago, I called myself the “CFO’s...
4 minute read
28 June 2021
Being on the Right Side of History
The wealth management industry is having a reckoning right now. The broker-dealer’s conflicts of...
1 minute read
12 February 2021
Pursue Purpose. Gain Independence. Break Away from the Wirehouse.
As a wirehouse advisor, do you feel like you aren’t able to do everything you want to do for...
2 minute read
21 December 2020
Revealing the #1 Seductive Lie About Money
“Money won’t make you happy… but everyone wants to find out for themselves.”—Zig Ziglar
I heard...
3 minute read
9 December 2020
Thriving Family Principle: Estate Planning and Disinheriting the IRS
If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?
If...3 minute read
3 July 2020
Thriving Family Principle: Steward not Owner
Do you think of yourself as a steward or an owner?
For a long time, I thought I was in charge. I...
2 minute read
18 June 2020
Selling Your Business: How are Current Valuations?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
2 minute read
15 June 2020
Business Planning: Getting the Best Business Valuation
Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the...
1 minute read
12 June 2020
Selling Your Business: Trade-off Between a Great Culture/Best Price?
The reality is, if you don't plan your exit well or have a good team put together to execute the...
1 minute read
11 June 2020
How Has COVID-19 Impacted the M&A Market?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
1 minute read
2 June 2020
May 2020 Market Commentary
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3 minute read
1 June 2020
Who Does Your Financial Advisor Really Represent?
In my recent blog entitled The Three Mega-Trends in the Wealth Management Business, I made the case...
3 minute read
26 May 2020
Three Keys to an Ideal Business Transition
100% of businesses eventually change ownership. Who is the next owner of your business?
Do you...
3 minute read
20 May 2020
Narrative Before Numbers
In The Three Mega-Trends in Wealth Management, I made the case that three important things need to...
2 minute read
11 May 2020
The 3 Mega-Trends in the Wealth Management Business
The Model is Broken!
For years, that’s what I said about the wealth management business.
For 25...
2 minute read
11 May 2020
What Do You Mean the Wealth Management Business Needs to Grow Up?
In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three...
3 minute read
7 April 2020
Stock Market Update 4/7/20
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1 minute read
30 March 2020
Market Update 3/30
There is never a dull moment in this market!
In last week’s video, we talked about how the market...
1 minute read
23 March 2020
Market Update 3/23/2020
After last week’s market sell-off, the Fed made an unprecedented move this morning. It began what...
1 minute read
16 March 2020
Market Update 3/16/2020
The big financial news over the weekend was that the Fed cut rates by a full point and made...
2 minute read
12 March 2020
Market Update 3/12
Well, it was another wild day in the markets. Fear over the corona virus continues to grow. We know...
1 minute read
3 March 2020
Market Update 3/3/2020
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1 minute read
28 February 2020
Market Update 2/28/2020
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1 minute read
24 February 2020
Market Update 2/24
Stocks sold off today, as the Coronavirus spread globally. The S&P 500 fell 3.27%, with the other...
1 minute read
19 December 2019
The Mission-Driven Advisor: Culture
Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?
You are...
3 minute read
16 December 2019
Thriving Family Principle: Life is a Team Sport
“Fifty-two percent of senior female executives played sports at the university level, compare to...
2 minute read
15 November 2019
Thriving Family Principle: Don't Quit
RE-TIRE
A 75 year-old client gave a keynote speech recently claiming that the last 10 years have...
1 minute read
1 November 2019
Seven Generations
I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...
1 minute read
29 October 2019
Thoughts on Becoming a Grandparent
A week ago, my first grandchild, Cameron, was born. His mother, my daughter Ally, went to the...
1 minute read
1 October 2019
What Do You Mean by "The Chick-fil-A of Wealth Management"?
When we describe our company to financial industry folks, we often use the shorthand description...
3 minute read
26 September 2019
The Mission-Driven Advisor: Autonomy
Are you a wirehouse advisor that desires greater autonomy?
If so, you are not alone. According to...
2 minute read
6 September 2019
What is Your Biggest Challenge Operating at a Wirehouse?
What is your biggest challenge operating at a wirehouse?
- Changes in compensation?
- Insufficient...
3 minute read
26 August 2019
The Mission-Driven Advisor: Why the Exodus from the Wirehouse?
“Let My People Go”
These are likely the four best-known words from the Book of Exodus uttered from...
3 minute read
5 August 2019
8/5/19 Market Update
We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market...
1 minute read
10 July 2019
The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?
Is the grass really greener for RIAs? According to a recent article in Financial Advisor magazine,...
2 minute read
19 June 2019
What Does the SEC’s “Regulation Best Interest” Have to do With You?
Here’s what SEC Commissioner Robert Jackson, Jr., said about the Regulations’ passing:
“My hope...
1 minute read
6 June 2019
Advisors: Why United Capital's Sale to Goldman Sachs Matters to You
Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on...
3 minute read
31 May 2019
The Mission-Driven Advisor: Are You a Fiduciary 100% of the Time?
“Are you a fiduciary 100% of the time?”
How do you answer that question when clients or prospects...
2 minute read
16 April 2019
Second Anniversary Thoughts
April 25th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started...
2 minute read
13 September 2018
Why Would a Wealth Management Firm Host a Giving Event?
That’s easy: We use a different scorecard than most firms.
Our team launched Archetype Wealth...
3 minute read
28 August 2017
Hurricane Harvey Update/Insurance Claim Tip
Friends,
Greetings to you from soggy Houston!
Your Archetype team just wanted to reach out in the...
1 minute read