Language is a Powerful Force
Language is critical in connecting with the client. We must be obsessed with how we communicate. Whether we take for granted how well our...
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Mastering Organic Growth
Through a focus on building a unique practice growth strategy, a large regional bank was able to realize record setting growth, create...
Navigating Personal and Professional Change with Lori Hardwick, CEO of Wealth Tech at RRSP
Check out this great podcast from our friends at AchieveNEXT where Lori shares some of her background and insights into what the future...
Video: Matt Johnston & Tito Singh, Tegra118
Tegra118 - Red Rock Partnership Alliance Video Series: Tito Singh, Chief Revenue Officer, Tegra118 with Matt Johnston, CEO, Red Rock...
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 Engagement
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client
Growth Against All Odds
We 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...
Planning is the One Constant
Today 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...
Because We are Human
To 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 MARKET
One 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...
Quid Pro Quo is not a Dirty Word
If 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...
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 Ecosystem
Most financial advisors we work with do not need a formalized procurement process, or even a rigorous RFI/RFP process. However, we do...
Comprehending Comprehensive
As we reflect on 2019 and the evolution of financial services delivery, one word stood out above all others when speaking with industry...
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...
Lori Hardwick to Join Red Rock Strategic Partners as CEO of Wealth Tech
Red 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 Research
ATHENS, GA – February 12, 2019 - Red Rock Strategic Partners is pleased to announce the recent partnership with Dr. Kent Wessinger, who...
How’s Your Year Going? You Still Pumped? The Consistent Execution Challenge
A 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 Markets
There is no shortage of opinions, viewpoints and forecasts regarding what the capital markets will do over the next 12 months (or even 12...