Jeff Thomas

Recent Posts

Second Anniversary Thoughts

Posted by Jeff Thomas on April 16, 2019

April 25th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started Archetype after spending 25 years at the largest global brokerage firms—including the last 17...

Read More

What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on January 14, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?

...

Read More

Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on January 7, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

Read More

Who does your financial advisor really represent?

Posted by Jeff Thomas on October 19, 2018

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

Read More

What is your first Memory of money as a child?

Posted by Jeff Thomas on October 19, 2018

In my blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

Read More

What do you mean the wealth management business needs to "grow up"?

Posted by Jeff Thomas on October 3, 2018

In my blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

Read More

Why would a wealth management firm host a giving event?

Posted by Jeff Thomas on September 13, 2018

Well, our Firm did this week!  Why?  That’s easy:   We use a different scorecard than most firms.

Read More

The Three Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on August 9, 2018

“The model is broken!”

For years, that’s what I said about the wealth management business.

Read More

Hurricane Harvey Update/Insurance Claim Tip

Posted by Jeff Thomas on August 28, 2017

Friends,

Greetings to you from soggy Houston!

Your Archetype team just wanted to reach out in the aftermath of hurricane Harvey

Read More