What's Trending: Surging Debt, Surging Vacancies

Most financial advisors provide far more value than their clients realize. The challenge isn't delivering value, it's communicating it. In this episode of The Rare Advisor, Aaron Grady breaks down the thinking behind the Legacy Package and reveals how advisors can transform invisible value into an unforgettable client story. Learn how to identify the services you're already providing, organize them around meaningful client outcomes, and create a memorable experience that strengthens relationships, builds advocacy, and reinforces your value over time.

In this August episode of the Trending Report, host Tyler Krzciok examines one of the biggest seasonal economic drivers of the year: back-to-school and college spending. With consumers projected to spend nearly $147 billion on school supplies, electronics, dorm furnishings, apparel, and more, August serves as an important indicator of consumer confidence and economic health. Tyler Krzciok explores how this annual spending surge impacts major retail sectors, influences investor sentiment, and creates opportunities across technology, home goods, and consumer retail stocks.

What if one of the most important promises a financial advisor could make is that they'll eventually lose a client money? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with Josh Kneller of Atlas Capital Management to discuss investor behavior, managing expectations, market volatility, and advisor communication. Josh shares why advisors should stop chasing performance, start preparing clients for inevitable downturns, and focus on becoming a trusted opportunity rather than a salesperson. From handling difficult conversations to building stronger client relationships, this episode offers practical insights for advisors looking to improve retention, referrals, and long-term growth.