The best hotels don’t just respond to guests need. They anticipate it. Wealth management can take the same approach. In her latest piece for @wealth_mgmt, president @amohr_24 explores how AI can help advisors deliver a more proactive, personal client experience. Read more below!

Selling a business is one of the biggest moments in an entrepreneur’s life—yet many go in without a plan. As Homer Smith says, advisors need to guide clients through their most important transaction, to avoid any regret. Read more via @TobySalFP for @finplan:

The first wave of breakaways reshaped wealth management. Now a second wave is emerging as advisors who went independent realize their RIA partner looks a lot like the wirehouse they left. VP & head of advisor recruiting, Adrian Duran, shared why independence is being redefined

Advisors are being asked to do more than ever before by clients - estate planning is the next step in that evolution. At @WeAreWealth's #EstateCon, president @amohr_24 shared how we help our network become better coaches and communicators with the tools & resources they need.

The financial advisory business is human—mistakes happen. What sets great leaders apart is how they respond. Josh Benson, VP of advisor development, says learning comes from failure. The best leaders choose mentorship over punishment. More via @steve_sgarm for @barronsadvisor:

Strategic CPA–advisor partnerships go beyond referrals—they drive better client outcomes. Our CPA Alliance connects professionals for deeper planning, stronger relationships & sustainable growth. President @amohr_24 says: understand how you can add value. More via @barronsadvisor