Founder and CEO William Lee
Financial Advisors Must Bet on the Team. Not the Product.
By William Lee, former CME/CBOT rate futures trader and founder of Great White Financial. For decades I watched technology chew…
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The Great Deflation of Intelligence: AI Costs Are Collapsing at Historic Speed
First Published: MIXED MARKET ARTIST Throughout modern economic history, periods of transformational growth have often been preceded by a dramatic decline…
The U.S. Added 172,000 Jobs in May. So Why Did Financial Services Lose 22,000?
The U.S. Added 172,000 Jobs in May. So Why Did Financial Services Lose 22,000? The headline from the May employment…
Morgan Stanley Surpasses $1 Trillion in IRA Assets: A Signal for the Future of Retirement Advice
Fin Pro Market News Morgan Stanley Surpasses $1 Trillion in IRA Assets:A Signal for the Future of Retirement Advice Fin…
What Can Advisors Say to Clients About War-Driven Market Volatility
When geopolitical conflicts dominate the headlines, markets rarely move quietly. The current conflict involving Iran has already triggered a familiar…
The Social Media Playbook That Drove 70% of This RIA’s New Business
The Social Media Playbook That Drove 70% of This RIA’s New Business While most wealth managers still treat social media…
What Car Should You Drive as a Financial Advisor?
(A Practical Guide to Credibility, Client Perception, and Personal Branding) Choosing a car seems like a personal decision, but for…
Why Rebalancing Your Portfolio Still Matters — Especially Now
Why Rebalancing Your Portfolio Still Matters — Especially Now Rebalancing is a discipline that keeps risk aligned with your plan….
Dress Like the ROI You Represent: Why First Impressions Are Financial
Dress Like the ROI You Represent In finance, first impressions are financial. Why Appearance Still Matters in the Modern Advisor…
5 Ways to Use AI (and the Fin Pro Team) to Position Your Advisory Firm Over the Next 2 Years
The financial advisory industry is entering a new era. Clients are expecting more personalization, faster service, and deeper insights —…
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The Great Deflation of Intelligence: AI Costs Are Collapsing at Historic Speed
First Published: MIXED MARKET ARTIST…
The U.S. Added 172,000 Jobs in May. So Why Did Financial Services Lose 22,000?
The U.S. Added 172,000…
What Can Advisors Say to Clients About War-Driven Market Volatility
When geopolitical conflicts dominate…
The Social Media Playbook That Drove 70% of This RIA’s New Business
The Social Media Playbook…
Why Rebalancing Your Portfolio Still Matters — Especially Now
Why Rebalancing Your Portfolio…
Dress Like the ROI You Represent: Why First Impressions Are Financial
Dress Like the ROI…
5 Ways to Use AI (and the Fin Pro Team) to Position Your Advisory Firm Over the Next 2 Years
The financial advisory industry…
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