15 July 2021
Culture Matters. How Disengagement Impacts Your Wealth
Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture...
4 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
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
2 September 2020
On the Radio: An Interview with Jeff Thomas
Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how...
2 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
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
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
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
1 October 2019
Millennials Don't Trust Advisors and I Don't Blame Them
I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman...
2 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
15 July 2019
Do You Really Want to be a Financial Advisor?
One of the most common questions we receive from young professionals is, “how do I make the jump to...
2 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
13 June 2019
Complete Representation: Do You Really Want to Know?
What if I told you that the world you live in as a financial advisor might be a façade?
If you've...
3 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
15 November 2018
Why Would a Wealth Management Firm Focus on Helping Families Thrive?
Why would a Wealth Management company host an event on helping families thrive?
At Archetype, we...
2 minute read
5 October 2018
2018 Third Quarter Market Commentary
With Q3 in the books, we find ourselves looking back on another quarter where US stocks...
4 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
24 April 2017
Blueprint
blue·print
noun: blueprint; plural noun: blueprintssomething resembling a blueprint (as in serving...
1 minute read
24 April 2017
Day One
ar·che·type
noun: archetypethe original pattern or model from which all things of the same...
1 minute read