Growth in Financial Services
Welcome to the first issue of AdvintroEdge, a magazine dedicated to the pursuit of scale in the financial services industry. Today, true growth is found at the intersection of human expertise and best-in-class technology.
In This Issue
Wim's World
Advintro founder Wim Van Lerberghe shares the patterns he's observed across two decades in financial services — from zero-commission trading to the rise of embedded finance — and why the firms that thrive are the ones paying attention early.
The Invisible Prospect
Financial advisors face a haunting reality: up to 97% of website visitors never make contact. WealthReach's AI-powered platform reveals who's in-market for advisory services — before they've said a word — transforming passive hope into active, data-driven growth strategy.
A Fresh Take on Risk-Free Investing
Michael Nelskyla explores why traditional bond-heavy portfolios have failed to deliver true capital preservation and introduces the Market Savings sub-advisory program — a structure that separates FDIC-insured deposits from market-linked return potential, reimagining conservative investing for the modern adviser.
Life Lessons by Luke
Battle-scarred but surprisingly optimistic after 35+ years in business development, Luke launches his advice column tackling everything from why prospects never reply to your emails, to the art of daydreaming in meetings while appearing to listen closely.
Back to the Future: Understanding Lead Generation
Tom Anderson traces the evolution of advisor growth from the '50 calls by 10:00' era to today's fragmented digital landscape — and argues that most firms don't lack tools, they lack clarity about their growth supply chain.
Advintro Adventures
Follow the Advintro team in this comic-style adventure as they tackle the toughest deals in wealthtech, banktech, insuretech and fintech — featuring the legendary Wimmebago.
Giving Advisors More Time for Clients
Suvrat Bansal of Clarista explores how AI can free advisors from reconciliation and data-stitching, enabling personalized advice at scale — without ripping and replacing the systems firms already use.
Growth Through BankTech
Les Riedl examines how BankTech — from core modernization and real-time payments to AI-driven analytics — has become the foundational driver of long-term growth and a clear differentiator for institutions ready to adapt.
Taking Financial Planning from Cost Center to Growth Center
Income Lab transforms retirement planning from a cost of doing business into a powerful growth engine — driving higher conversion rates, larger wallet share, and a surge in referrals through client-centered planning, tax-smart tools, and industry-first AI capabilities.
Treat Your Clients Like Your Own Business
INSART shares the principles behind treating clients like your own business — from qualifying hard before committing, to building with startup speed, to caring about traction more than releases — and why this mindset drives sustainable fintech growth.
Advintro: Rethinking Enterprise Sales in Financial Services
Most enterprise sales problems don't start with sales — they start with confusion. Advintro Co-Founder Paul Renken explains why clarity, trust, and timing matter more than activity in financial services, and how a fractional model changes the game.
Beyond Referrals: How to Generate Autopilot and Leveraged Growth for Your Financial Firm
Sean Tepper, Founder & CEO of Tykr, shares the three core online marketing strategies — partnerships, SEO, and YouTube — that grew his B2C FinTech to over 13,000 customers, with tactical advice RIAs can apply today.
How Advice Firms Can Succeed in the Era of Hypercompetition
Matt Cockayne, CRO at Unbiased, breaks down the four forces driving hypercompetition in financial advice — limited high-value consumers, PE-fueled consolidation, rising marketing costs, and AI disruption — and shares the growth playbook that's already working.
InterviewA Masterclass in Running and Growing an RIA
When Marie Loudin sat down with Fran Toler, she found clarity, conviction, and a radically human approach to growth — from midwife to founder of a firm that's grown tenfold in a decade through radical accessibility and deep presence.
From Indirect to Invested: How Credit Unions Can Turn Auto Loan-Only Members into Long-Term Relationships
Credit unions acquire thousands of members through indirect auto lending — but 95% never use another product. This article makes the case that self-directed investing, not checking account promotions, is the bridge product that turns passive borrowers into engaged, long-term members.
Advisors Don't Scale, Systems Do
Brian Case and Evan Aiudi from Savology explain the Growth Paradox — why advisors are busy but not growing — and how systematizing foundational advice unlocks capacity, compliance, and client impact at scale.
Showing Up in Today's Search: Marketing in a World Where Everyone Looks You Up First
Kirk Lowe, CEO of ProudMouth, explains why search now spans Google, YouTube, LinkedIn, podcasts, and AI — and why podcasting has become the engine that powers modern discoverability for high-trust professionals.
Till Next Time
Managing Editor Chuck Hayes reflects on the creation of AdvintroEdge Magazine, why growth deserves more than headline metrics, and what it means to build a publication grounded in perspective, not noise.
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