The RARE Advisor: The AUM Jeopardy Cycle

Most financial advisors host client events, but very few create experiences that clients actually remember and talk about. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman challenges advisors to rethink traditional events and start designing memorable experiences that build relationships, spark conversations, and drive referrals. Learn how to apply the principles of the Experience Economy, create moments clients cannot easily replicate on their own, and turn your events into powerful story‑generating opportunities for your business.

What separates advisors who stay stuck in the day-to-day from those who build scalable, high-performing teams? In this episode of The Rare Advisor, Aaron Grady breaks down the critical leadership shifts advisors must make as their businesses grow. Learn why technical expertise eventually stops being your differentiator, how advisors unintentionally create team dependency, and what it takes to build an environment where ownership thrives. This conversation delivers practical frameworks to help you move from problem-solver to leader—and ultimately build a team that can succeed without constant oversight.

In this June episode of The Trending Report, Tyler Krzciok breaks down two major forces shaping markets right now: a global oil supply disruption and the growing reality of a K-shaped economy. With critical energy routes tightening and costs rippling through global supply chains, investors are already seeing the effects at the pump—and at the checkout line. At the same time, markets and consumers are splitting into two distinct paths, with AI-driven sectors and large corporations gaining ground while smaller businesses and households face increasing pressure. Tyler explains what these trends mean, what to watch next, and how disciplined investors can stay focused amid uncertainty.