©2018 by Red Rock Strategic Partners.

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 millennial customers.  Being that millennials are the largest population set on the planet, have the highest annua...

June 11, 2019

​Red Rock Strategic Partners, a premier consulting firm in the wealth management industry, is pleased to announce that Lori Hardwick will join as CEO, Wealth Tech

February 12, 2019

ATHENS, GA – February 12, 2019 - Red Rock Strategic Partners is pleased to announce the recent partnership with Dr. Kent Wessinger, who will join the Red Rock team as Head of Millennial Research. Kent has performed extensive research on millennials a...

January 31, 2019

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 pumped? After I hung up the phone, I spent some time considering my answer. How would you answer the question tha...

December 12, 2018

There is no shortage of opinions, viewpoints and forecasts regarding what the capital markets will do over the next 12 months (or even 12 minutes). Pundits, analysts, and portfolio managers fill the screens of televisions, laptops, tablets, and phone...

July 26, 2018

Organic growth often refers to the growth in an advisor’s client base that did not occur because of an acquisition of another advisors’ book or through marketing and referrals efforts. Expressed another way, organic growth is the internal growth or t...

June 21, 2018

 Teams in the financial services industry have been around for decades. We have read and often marveled at the top Barron’s or Forbes profiled teams. We read industry surveys where teams outperform sole practitioners. Additionally, we see ever increa...

May 25, 2018

Many financial services firms have made significant investments in technology over the last few years.  These investments have been focused on various outcomes, many of which have been centered on improving the client and advisor experience.  In some...

February 28, 2018

I have always been fascinated by the impact of great leaders and thoughtful leadership on individuals and companies; however, I have never written on the topic. Perhaps it’s because I have been both successful and unsuccessful in roles that allowed m...

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