What's Trending: Surging Debt, Surging Vacancies

Most advisors recognize the importance of multi-generational planning, but very few have a repeatable process to build relationships with clients' children and grandchildren before a major life event occurs. In this episode of The Rare Advisor, Aaron Grady breaks down the Family Phone Call process step-by-step, including how to introduce the idea, schedule the call, involve next-generation advisors, follow up effectively, and track success over time. Learn how this simple but powerful framework can strengthen client relationships, reduce retention risk, support succession planning, and create long-term enterprise value for your firm.

What can financial advisors learn from Disney? In this episode of the Financial Advisor Marketing Playbook, Mark Mersman sits down with former Disney leader and customer experience expert Vance Morris to discuss how advisors can create memorable client experiences that drive loyalty, referrals, and retention. From Disney's obsession with detail and service recovery to creating anticipation, reducing friction, and building emotional connections, Vance shares practical strategies advisors can implement immediately to elevate their client experience and stand apart from competitors.

As America celebrates its 250th anniversary, this July episode of The Trending Report takes a fascinating journey through the nation's cultural and financial evolution. From the penny press and canal stock speculation of the 1800s to the rise of television, social media, and artificial intelligence, Tyler Krzciok explores how technological innovation has consistently transformed both pop culture and the stock market. Discover the recurring patterns that connect major cultural shifts, investor behavior, market booms, and historic downturns—and learn why understanding these long-term trends can help investors maintain perspective in today's rapidly changing world.