PULSE OF THE INDUSTRY: MID-YEAR 2022

In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2022. Read the key takeaways and register for a full copy of the report.

Ranking the Heavyweights

The seeds of destruction are sown in good times, as the proverb goes, and these have been good times for the advisory industry. Because our industry has been so successful, we have started to make some dangerous assumptions. Perhaps it is a good time to review our business models and take a hard look at these assumptions.

The Rain Will Come Back

The seeds of destruction are sown in good times, as the proverb goes, and these have been good times for the advisory industry. Because our industry has been so successful, we have started to make some dangerous assumptions. Perhaps it is a good time to review our business models and take a hard look at these assumptions.

Pulse of the Industry: Start of 2022

In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2022. Read the key takeaways and register for a full copy of the report.

Look to the Stars

The top 20% of professionals in any firm are likely responsible for 80% of the growth opportunities, 90% of the implemented ideas and positive changes and 100% of the culture of excellence. If you want your firm to be great, the key to excellence is to channel the energy of your top players.

Next-Gen CEOs Take the Wheel

Developing young leaders, empowering them to steer the ship and then, most importantly, letting go and putting the wheel in the hands of this next generation is the key to meeting the succession challenges facing G1 founders. Several of our G2 alumni were spotlighted in a Barron’s article focusing on the industry’s next-gen CEOs.

How Consumers’ Choices Differ

Among consumers with over $100,000 in income, “Who can I trust?” is the fundamental question all investors ask. That said, there are significant differences in who they ask this question to based on their wealth, age, gender and sources of wealth.

Why People Fire Advisors

Though most consumers have never worked with an advisor, the advisory industry has already managed to disappoint close to a quarter of its potential clients—those who’ve had an advisor, left and never come back.