Five Things: Focus on Business Owners
AiK2’s The Five Things video series highlights what wealth managers should be focusing on today for success in the coming years. In this episode, Jay Hummel calls attention to the fact that financial advisors have a wealth of resources to help serve business owners, and in many cases, they’re being underutilized. You’ve probably all seen […]
The Deep Dive with David Fulton
On this episode of The Deep Dive with The Wealth Advisor Growth Network, Co-founder Jay Hummel talks with David Fulton, CFA, Co-Chairman & Chief Executive, of Clearstead. Watch the full episode here!
Five Things: Build Portfolios around scaled individuality
As an RIA, building portfolios around scaled individuality is a key component of growing your business. In this episode of The Five Things video series, Jay Hummel of AiK2 breaks down how successful wealth management firms can set themselves up for success in the coming five years. Jay talks about ways that advisors are building […]
Five Things: FOCUS
In our recent video series, The Five Things, we are taking a deep dive into the things that top-run wealth management firms are doing to compete and win in the future of financial planning, ultimately driving revenue, expanding business, and increasing the enterprise value of your business. In this episode, AiK2 CEO, Jay Hummel, discusses […]
Five Things: Round Out Your Services
AiK2 works closely with RIAs and independent financial firms, and we have a uniquely qualified position to answer the question: What are the five things that well-run wealth management firms do to compete and win. In our recent video series, The Five Things, we look at one of these differentiators in each episode. A great […]
Can Customization and Scale Both Exist in the Same Business Model? – A Deep Dive with Libet Anderson
On our recent episode of the Deep Dive Podcast, it was a pleasure to talk with Libet Anderson, President of Concourse Financial Group. Libet’s experience is second to none, and I respect how many people she has mentored, especially up-and-coming women in our industry. I ran out of time and didn’t get to talk to […]
AiK2 Partners with Nitrogen to Advocate for Lower Cost and Better P&C Coverage for RIAs
AiK2 Insurance Services (“AiK2”) has partnered with Nitrogen to help wealth managers obtain more comprehensive insurance coverage at more competitive rates. AiK2 will include Nitrogen’s real-time data on wealth managers’ portfolio risk to leading insurance carriers, to increase transparency and enable lower insurance premiums. “Previously, insurance carriers had little to no access to information that […]
Five Things: Outsource Effectively
In our recent video series, The Five Things, we’re sharing what top-run wealth firms are focusing on. It’s an important opportunity for financial professionals to think about the big picture and where they hope to be in five to 10 years. In our first episode, AiK2 CEO, Jay Hummel, talks all things outsourcing. What are […]
The Deep Dive with Libet Anderson
On this episode of The Deep Dive with The Wealth Advisor Growth Network, Co-founder Jay Hummel talks with Libet Anderson, President, Wealth Management, of Concourse Financial Group Watch the full episode here!
The Deep Dive with David Peacock
On this episode of The Deep Dive with The Wealth Advisor Growth Network, Co-founder Jay Hummel talks with David Peacock, Senior Wealth Advisor, CEO & Managing Partner, of Messick Peacock & Associates. Watch the full episode here!