Where Are You Going to Go?Recently, during a call with one of our partners the topic of conversation became the possibility of taking some market share away from a...
Tegra118 and Red Rock Join Forces to Help Firms Drive Growth and Improve Advisor-Client EngagementStrategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client
Growth Against All OddsWe are proud of the successes we are able to help our clients achieve in the midst of these challenging times.
What is Your Innovation Stack?One of the most inspiring books that I have read over the past few months is The Innovation Stack written by Jim McKelvey who is the cofo...
Planning is the One ConstantToday is my 40th birthday. I should be writing to you from a plane on the way to Disney World with my wife and daughter to enjoy our vac...
Because We are HumanTo say that the last 8 to 10 days has been unprecedented, confusing, challenging and emotional doesn’t quite capture the time period and ...
A MIKE TYSON MARKETOne of my favorite quotes of all time is by that great investor… Mike Tyson! To quote Mike, “everybody’s got a plan until they get punch...
Quid Pro Quo is not a Dirty WordIf you have followed the news of late, I am certain you have heard all about the illicit and immoral nature of quid pro quo, from the Lat...
What's Trending in the Industry?On the WhatHow podcast, Matt Johnston and Corey Keating discuss industry trends and where advisors should be placing their focus. .
Systematizing Your EcosystemMost financial advisors we work with do not need a formalized procurement process, or even a rigorous RFI/RFP process. However, we do se...
Comprehending ComprehensiveAs we reflect on 2019 and the evolution of financial services delivery, one word stood out above all others when speaking with industry l...
Who will own the millennial trajectory of growth and profit?According to the 32,000 voices in global research[1] on millennials, 51% of C-Suites and managers admit they have no strategy to target m...
Lori Hardwick to Join Red Rock Strategic Partners as CEO of Wealth TechRed Rock Strategic Partners, a premier consulting firm in the wealth management industry, is pleased to announce that Lori Hardwick will jo
Red Rock Strategic Partners Adds Dr. Kent Wessinger as Head of Millennial ResearchATHENS, GA – February 12, 2019 - Red Rock Strategic Partners is pleased to announce the recent partnership with Dr. Kent Wessinger, who w...
How’s Your Year Going? You Still Pumped? The Consistent Execution ChallengeA friend and business colleague called me last week. He began the call by asking me this question, “How’s your year going? Are you still ...
Déjà vu All Over Again: Getting Back to Basics in Volatile MarketsThere is no shortage of opinions, viewpoints and forecasts regarding what the capital markets will do over the next 12 months (or even 12...
Organic Growth: Create a Unique Goal to Meet Your NeedsOrganic growth often refers to the growth in an advisor’s client base that did not occur because of an acquisition of another advisors’ b...
The Power of TeamsTeams in the financial services industry have been around for decades. We have read and often marveled at the top Barron’s or Forbes prof...
Improving Your Technology ROIMany financial services firms have made significant investments in technology over the last few years. These investments have been focus...
Leadership PerspectivesI have always been fascinated by the impact of great leaders and thoughtful leadership on individuals and companies; however, I have neve...
