Leadership & Team
Tyler
Krzciok
Senior Advisory Business Consultant
Contact Information
Recent Posts
What is a TAMP and Why Do Advisors Use Them?
The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
What’s Trending: Markets at New Highs, But Are They Built to Last?
Markets are hitting record highs—but are they as strong as they look? In this episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what’s fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment.
How Financial Advisors Can Address Market Volatility and Client Concerns
Market volatility has a way of sneaking up on people. One day, everything feels calm. The next, headlines are blaring and clients start asking questions that sound a lot like fear.
