Red Rock Strategic Partners News

Get valuable insights on industry updates, trends, and tactical strategies you can use to accelerate your financial services institution's growth.

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

We are proud of the successes we are able to help our clients achieve in the midst of these challenging times.

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...

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...

To say that the last 8 to 10 days has been unprecedented, confusing, challenging and emotional doesn’t quite capture the time period and...

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...

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...

On the WhatHow podcast, Matt Johnston and Corey Keating discuss industry trends and where advisors should be placing their focus. .

Most financial advisors we work with do not need a formalized procurement process, or even a rigorous RFI/RFP process. However, we do...

As we reflect on 2019 and the evolution of financial services delivery, one word stood out above all others when speaking with industry...

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...

Red Rock Strategic Partners, a premier consulting firm in the wealth management industry, is pleased to announce that Lori Hardwick will jo

ATHENS, GA – February 12, 2019 - Red Rock Strategic Partners is pleased to announce the recent partnership with Dr. Kent Wessinger, who...

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...

There 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 often refers to the growth in an advisor’s client base that did not occur because of an acquisition of another advisors’...

Teams in the financial services industry have been around for decades. We have read and often marveled at the top Barron’s or Forbes...

Many financial services firms have made significant investments in technology over the last few years. These investments have been...

I have always been fascinated by the impact of great leaders and thoughtful leadership on individuals and companies; however, I have...