MOST RECENT
How Top Firms Scale: Kill Annual Reviews
Aaron Klein shares a simple quarterly approach to feedback that helps leaders have better conversations and address issues sooner.
Estate Planning for Owners
T.L. Turnipseed shares advanced estate and tax planning strategies to help business owners protect wealth, plan ahead, and create more flexibility for the future.
How Top Firms Scale: Hiring Without Vibes
Aaron shares a practical hiring framework to help firms define what they need, evaluate candidates consistently, and make better hiring decisions.
Alta Advisor Platform: Advanced Estate and Tax Planning
T.L. Turnipseed explores sophisticated planning strategies available through the Alta Advisor Platform, including South Dakota trusts and approaches that can help advisors strengthen client relationships and retain assets across generations.
Estate Planning for Business Owners: What Advisors Need to Know
T.L. Turnipseed shares how advisors can approach estate planning for business owners, with a focus on exit, succession, liquidity events, and the planning opportunities that often come with them.
When Love Meets Legacy: Protecting Family Wealth Before “I Do”
T.L. Turnipseed explores advanced marriage planning strategies that can help protect family wealth, preserve inheritances, and address planning needs beyond a traditional prenup.
How Top Firms Scale: Turn Every Client Review into a Decision Making Meeting
Aaron Klein shares how to turn routine reviews into better decision-making conversations that strengthen relationships and improve outcomes for clients and firms.
How Top Firms Scale: Defining Values That Shape Great Teams
Aaron Klein shares a practical framework for building culture intentionally, strengthening trust and accountability while helping firms scale.
How Top Firms Scale: Turn Delegation Into Better Decisions, Not More Risk
Aaron Klein shares a practical framework for delegating decision authority while improving judgment, maintaining standards, and developing stronger leaders.
