C.C.
@chairmanscouncil.bsky.social
Chairman's Council is the premier resource for ambitious Financial Advisors targeting exponential AUM and Revenue Growth. thechairmanscouncil.com
Something that is often overlooked is that the advisors crushing it aren’t the ones hoarding clients like dragon treasure. They’re the ones systematically firing 15-20% of their book every year.
December 3, 2025 at 4:40 PM
Something that is often overlooked is that the advisors crushing it aren’t the ones hoarding clients like dragon treasure. They’re the ones systematically firing 15-20% of their book every year.
While your competitors are still convinced that “being present” is their differentiator, you’re building architecture that will generate revenue whether you’re in the office, on vacation, or pursuing strategic opportunities.
November 18, 2025 at 5:02 PM
While your competitors are still convinced that “being present” is their differentiator, you’re building architecture that will generate revenue whether you’re in the office, on vacation, or pursuing strategic opportunities.
Advisors who can’t let go don’t just limit their practice growth, they become the actual bottleneck to their team’s success.
November 18, 2025 at 2:29 PM
Advisors who can’t let go don’t just limit their practice growth, they become the actual bottleneck to their team’s success.
The advisors generating serious alliance revenue operate differently. They approach partnerships with the same rigor they apply to their investment philosophy: hypothesis, structure, measurement, optimization.
November 14, 2025 at 9:31 PM
The advisors generating serious alliance revenue operate differently. They approach partnerships with the same rigor they apply to their investment philosophy: hypothesis, structure, measurement, optimization.
Partnership revenue represents the ultimate competitive advantage in wealth management because it’s relationship infrastructure that competitors can’t easily replicate...
November 11, 2025 at 9:30 PM
Partnership revenue represents the ultimate competitive advantage in wealth management because it’s relationship infrastructure that competitors can’t easily replicate...
right now, with 10,000+ advisors crossing 65 annually, those who understand this game are building $5M+ practices through acquisitions while others are grinding through organic growth
October 14, 2025 at 6:06 PM
right now, with 10,000+ advisors crossing 65 annually, those who understand this game are building $5M+ practices through acquisitions while others are grinding through organic growth
Let's be honest about what's really happening when you feel pressure to cut fees. It's not about market forces or client demands—it's about fear. Fear that you can't justify your value. Fear that you're not differentiated enough. Fear that you'll lose prospects to cheaper alternatives.
September 19, 2025 at 1:44 PM
Let's be honest about what's really happening when you feel pressure to cut fees. It's not about market forces or client demands—it's about fear. Fear that you can't justify your value. Fear that you're not differentiated enough. Fear that you'll lose prospects to cheaper alternatives.
Here's the conversation no one wants to have at the next corporate strategy meeting:
"your competitive advantages probably aren't as strong as you think they are."
"your competitive advantages probably aren't as strong as you think they are."
September 17, 2025 at 2:24 PM
Here's the conversation no one wants to have at the next corporate strategy meeting:
"your competitive advantages probably aren't as strong as you think they are."
"your competitive advantages probably aren't as strong as you think they are."
Last month, I interviewed an elite advisor who generated $15 million in new AUM from a single center of influence relationship.
That's not a typo—$15 million from one COI.
That's not a typo—$15 million from one COI.
July 2, 2025 at 3:39 PM
Last month, I interviewed an elite advisor who generated $15 million in new AUM from a single center of influence relationship.
That's not a typo—$15 million from one COI.
That's not a typo—$15 million from one COI.
You get a referral from your best client, but the prospect doesn't meet your minimums.
Do you:
A) Make an exception for the referral source,
B) Politely decline and refer elsewhere, or
C) Meet anyway but know you won't take them on? What's the right play?
Do you:
A) Make an exception for the referral source,
B) Politely decline and refer elsewhere, or
C) Meet anyway but know you won't take them on? What's the right play?
June 27, 2025 at 4:35 PM
You get a referral from your best client, but the prospect doesn't meet your minimums.
Do you:
A) Make an exception for the referral source,
B) Politely decline and refer elsewhere, or
C) Meet anyway but know you won't take them on? What's the right play?
Do you:
A) Make an exception for the referral source,
B) Politely decline and refer elsewhere, or
C) Meet anyway but know you won't take them on? What's the right play?
If you could only work with 50 clients total, how would that change who you meet with?
June 27, 2025 at 3:51 PM
If you could only work with 50 clients total, how would that change who you meet with?
In today's market, the fastest path to high-value client relationships is no longer through traditional networking or referrals alone—it's through establishing yourself as the recognized authority in a specific domain.
June 26, 2025 at 4:47 PM
In today's market, the fastest path to high-value client relationships is no longer through traditional networking or referrals alone—it's through establishing yourself as the recognized authority in a specific domain.
Some Advisors are re-invent their service delivery to serve unique niches with specialized offerings.
This group is also seeing tremendous gains, they have managed to strengthen their position, demonstrate discipline and are establishing a favorable reputation amongst their targeted audience.
This group is also seeing tremendous gains, they have managed to strengthen their position, demonstrate discipline and are establishing a favorable reputation amongst their targeted audience.
June 26, 2025 at 4:14 PM
Some Advisors are re-invent their service delivery to serve unique niches with specialized offerings.
This group is also seeing tremendous gains, they have managed to strengthen their position, demonstrate discipline and are establishing a favorable reputation amongst their targeted audience.
This group is also seeing tremendous gains, they have managed to strengthen their position, demonstrate discipline and are establishing a favorable reputation amongst their targeted audience.
The Inside Game Most Advisors Miss
While you're fighting for prospects against every other advisor in your market, what if I told you there's a referral system right under your nose that 96% of advisors completely ignore?
www.thechairmanscouncil.com/p/your-bigge...
While you're fighting for prospects against every other advisor in your market, what if I told you there's a referral system right under your nose that 96% of advisors completely ignore?
www.thechairmanscouncil.com/p/your-bigge...
June 26, 2025 at 3:42 PM
The Inside Game Most Advisors Miss
While you're fighting for prospects against every other advisor in your market, what if I told you there's a referral system right under your nose that 96% of advisors completely ignore?
www.thechairmanscouncil.com/p/your-bigge...
While you're fighting for prospects against every other advisor in your market, what if I told you there's a referral system right under your nose that 96% of advisors completely ignore?
www.thechairmanscouncil.com/p/your-bigge...
Succession is an important consideration that should be a part of every Advisor’s long term blueprint.
June 26, 2025 at 3:33 PM
Succession is an important consideration that should be a part of every Advisor’s long term blueprint.
Only 3% of Traditional Advisors Charge Planning Fees
Unbundling Services is a Competitive Moat 97% of Advisors Are Missing
www.thechairmanscouncil.com/p/only-3-of-...
Unbundling Services is a Competitive Moat 97% of Advisors Are Missing
www.thechairmanscouncil.com/p/only-3-of-...
Only 3% of Traditional Advisors Charge Planning Fees
Unbundling Services is a Competitive Moat 97% of Advisors Are Missing
www.thechairmanscouncil.com
June 23, 2025 at 5:35 PM
Only 3% of Traditional Advisors Charge Planning Fees
Unbundling Services is a Competitive Moat 97% of Advisors Are Missing
www.thechairmanscouncil.com/p/only-3-of-...
Unbundling Services is a Competitive Moat 97% of Advisors Are Missing
www.thechairmanscouncil.com/p/only-3-of-...
Here's what nobody talks about at industry conferences: The difference between a $50M practice and a $250M practice isn't just five times bigger, it's a completely different business with completely different economics.
June 18, 2025 at 4:43 PM
Here's what nobody talks about at industry conferences: The difference between a $50M practice and a $250M practice isn't just five times bigger, it's a completely different business with completely different economics.
You think you're performing better than you actually are.
Don't take it personally. It's human nature. Ask any group of advisors how they're doing, and 90% will tell you they're "above average."
Don't take it personally. It's human nature. Ask any group of advisors how they're doing, and 90% will tell you they're "above average."
June 17, 2025 at 1:27 PM
You think you're performing better than you actually are.
Don't take it personally. It's human nature. Ask any group of advisors how they're doing, and 90% will tell you they're "above average."
Don't take it personally. It's human nature. Ask any group of advisors how they're doing, and 90% will tell you they're "above average."
You can't build a $1M practice while babysitting $50K relationships that should have been fired years ago. The math doesn't work, and the opportunity cost is staggering.
June 13, 2025 at 4:58 PM
You can't build a $1M practice while babysitting $50K relationships that should have been fired years ago. The math doesn't work, and the opportunity cost is staggering.
The challenge isn't that advisors don't care about their clients. It's that most of us were never taught how to ask questions that uncover the emotional drivers behind financial decisions.
www.thechairmanscouncil.com/p/are-you-as...
www.thechairmanscouncil.com/p/are-you-as...
ARE YOU ASKING CLIENTS AND PROSPECTS THE RIGHT QUESTIONS?
The Right Discovery Questions Can Transform Your Financial Advisory Conversations
www.thechairmanscouncil.com
June 9, 2025 at 7:51 PM
The challenge isn't that advisors don't care about their clients. It's that most of us were never taught how to ask questions that uncover the emotional drivers behind financial decisions.
www.thechairmanscouncil.com/p/are-you-as...
www.thechairmanscouncil.com/p/are-you-as...
Reposted by C.C.
Weekly Initial Unemployment Claims Increase to 247,000 www.calculatedriskblog.com/2025/06/week...
Weekly Initial Unemployment Claims Increase to 247,000
The DOL reported : In the week ending May 31, the advance figure for seasonally adjusted initial claims was 247,000 , an increase of 8,000...
www.calculatedriskblog.com
June 5, 2025 at 12:33 PM
Weekly Initial Unemployment Claims Increase to 247,000 www.calculatedriskblog.com/2025/06/week...
Reposted by C.C.
i think a lot of america is explained by the fact that no one measures anything in their personal lives
June 5, 2025 at 11:26 AM
i think a lot of america is explained by the fact that no one measures anything in their personal lives