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A Private Members Club for YOU: Opening doors – why our evening at Tiffany’s represents the future of Modern American Advisor
By Alex Sullivan, Founder & CEO, Modern American Advisor Our Private Members Club brings a personal ambition to life: helping…
Client Aquisition
Qualified client introductions for growth-focused advisory firms, through a transparent, performance-based model.
Private Members Club
Influence. Intelligence. Inner Circle.
Invitation-only briefings, dinners and experiences for senior advisers, wealth leaders and industry partners.
Latest News
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RIA Growth Strategy: Why Scale Alone Is No Longer Enough
RIA growth strategy is shifting from pure scale to a more balanced focus on efficiency, profitability and long-term sustainability.
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The Financial Planner Life Podcast: The TRUTH about selling a financial planning company
Selling an advice firm is about far more than valuation. In this Financial Planner Life episode, Dan Dickinson from Titan…
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AI Adoption in Wealth Management: Why Advisors Are Moving Slowly
AI is everywhere, but advisors are holding back, focusing on where it actually adds value before fully adopting it.
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The Moment Advisors Lose Clients Is Often the Moment They Inherit Wealth
With $54 trillion set to transfer to widows, advisors risk losing clients if relationships are not built with both partners…
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The Industry Still Doesn’t Have a Talent Problem. It Has an Access Problem
Despite equal performance, women hold just 11% of portfolio manager roles, pointing to persistent barriers in career progression.
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Advisor Market Outlook: Why Short-Term Confidence Is Shifting
Advisor sentiment is softening in the short term amid rising risks, while long-term confidence remains, highlighting the need for clear…
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When Markets Get Noisy, Client Expectations Get Louder
Market volatility is driving clients to seek more reassurance, making clear, consistent communication a key part of the advisory role.
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Future Proof Interview: The New Era of Advisor Growth and Client Engagement
At Future Proof Citywide Miami, Alex Sullivan spoke with Eden from Finny and Matt from Integrated Partners about how AI,…
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AI Can Speed Up Investment Work. It Still Can’t Be Trusted to Make the Call
AI can improve investment processes, but reliability gaps mean human judgement remains essential for decision-making and fiduciary responsibility.
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Women Are Interested in Private Markets. They’re Just Not Being Brought In Properly
Women investors show strong interest in private markets, but building confidence requires clearer guidance, structure and context from advisors.
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