Tag: Client Relationships
The AI Revolution and the Future of Wealth Management (Ep. 90)

The AI Revolution and the Future of Wealth Management (Ep. 90)

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The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

  • How AI is revolutionizing the financial services industry — and what it means for your business
  • Practical ways to use AI to enhance client relationships and maximize efficiency
  • Why organic growth still matters more than acquisitions in the financial industry
  • Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
  • The importance of balancing work and family while building a client-centered business
  • Actionable strategies to prepare your firm for the future of finance
  • And more!

Connect with Brent Mekosh:

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Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

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Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth. 

The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly.

Brent Mekosh walks you through their strategic move from the broker-dealer world to becoming a Registered Investment Advisor (RIA) in this week’s episode of Smart. Money. Simplified.

Listen in and discover the challenges, insights, and unexpected benefits of making such a significant shift in the financial advisory landscape, directly from someone who’s navigated the complexities firsthand.

Brent discusses:

  • His transition from being a broker-dealer to a Registered Investment Advisor (RIA) and what is the reasoning behind it
  • The value of merging teams for growth and expanded capabilities
  • How do alternative investments diversify a portfolio beyond traditional stocks and bonds
  • How his clients reacted to this business change
  • The crucial aspects of client communication during these transition times
  • And more!

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Building Client Relationships Through Communication and Connections with Lou Diamond (Ep. 31)

Building Client Relationships Through Communication and Connections with Lou Diamond (Ep. 31)

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Having the best services or the best advisors won’t help a business that can’t explain its services to its clients. 

So, how to share our services in a way that promotes client relationships? 

In this episode, Brent Mekosh speaks with Lou Diamond, the founder, and CEO of Thrive LouD. Lou talks about how building connections requires clear communication, both in marketing and in one-on-one conversations. He also shares why he focuses on the communication aspect of businesses and their role when it comes to company growth and success.

Lou discusses:

  • Why he built Thrive LouD and how he used his experience on Wall Street to help other advisors
  • The link between communication and connections
  • How communication is moving away from the virtual world and skills business owners need to focus on when returning to in-person meetings
  • Success stories he has seen thanks to others building and implementing clear communication strategies
  • And more!

Resources:

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About Our Guest:

Lou Diamond is a dynamic speaker and master connector who has consulted, mentored, and presented to hundreds of companies the world over.

He is the CEO of THRIVE. A company focused on helping brands become even more amazing through the power of connecting.

When he isn’t speaking or working on his top-rated Thrive LOUD podcast, he is watching his kids grow up too fast, obsessing over how bad his sports teams are, listening to country music, and playing some ‘not-so-great’ golf.

If you or your organization are trying to find the right way to make the connections essential to achieve your business goals, Lou is the man to help you make it happen.

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