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Explore Our Perspectives

Perspectives

Secure Your Legacy: The Importance of a Succession Plan

Have you planned for your future as carefully as you plan for your clients’? Discover why a strong succession plan is key to protecting your clients, preserving your practice’s value, and achieving your personal goals. Learn from real-life success stories and explore tools like Succession Link to start securing

3 Things I Learned as an Extra in a Hallmark Movie

A behind-the-scenes look at filming a Hallmark holiday movie in East Aurora, New York—from summer heat to winter coats at Vidler’s 5 & 10.

Lessons in Growth, Alignment, and Leading with Purpose

Discover how financial advisors achieved steady growth, strengthened alignment, leveraged technology, and built resilient communities in 2025. Learn actionable insights for your own practice.

Streamline Virtual Conference: Small Habits, Big Impact on Financial Practice Efficiency

As someone who experiences both our in-person and virtual events up close, I’m always struck by how hard it is to choose a favorite. Each delivers something uniquely valuable—but Streamline truly stands out for the way it turns a virtual platform into a high-impact learning environment. This year was no exception.

The Pendulum of Personalization: The Evolution of Tailored Investing

From socially responsible investing (SRI) to environmental, social, and governance (ESG) frameworks, and now custom indexing, the pendulum of personalized investing continues to swing, reshaping how we view values-aligned wealth management.

Inside Our Growth Model

Growth doesn’t just “happen.” It’s influenced by strategy, planning, and strengthened by the right resources along the way. Curious about what’s really moving the needle for advisors today?

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