Jeff Thomas

Jeff Thomas is the Founder/CEO of Archetype Wealth Partners. He has assembled an amazing team to provide an open architecture, fee-only (fiduciary) platform that offers a wide variety of investment choice to clients. Archetype exists to help families thrive across generations.

Recent Posts

Selling your business: How are current valuations?

Posted by Jeff Thomas on June 18, 2020

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how valuations are higher than they have ever been.

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Getting the most value for your business

Posted by Jeff Thomas on June 15, 2020
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Selling your business: Trade-off between a great culture or the best price?

Posted by Jeff Thomas on June 12, 2020
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How has COVID-19 impacted the M&A market?

Posted by Jeff Thomas on June 11, 2020
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Jeff...

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May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
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Who Does Your Financial Advisor Really Represent?

Posted by Jeff Thomas on June 1, 2020

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:

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on May 26, 2020

100% of businesses eventually change ownership.

Who is the next owner of your business?

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Narrative Before Numbers

Posted by Jeff Thomas on May 20, 2020

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

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The Three Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on May 11, 2020

“The model is broken!”

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

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What Do You Mean the Wealth Management Business Needs to "Grow Up"?

Posted by Jeff Thomas on May 11, 2020

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

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Market Update 4/7

Posted by Jeff Thomas on April 7, 2020
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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020
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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020
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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

 

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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020
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Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
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Market Update 2/28

Posted by Jeff Thomas on February 28, 2020

 

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2/24 Market Update

Posted by Jeff Thomas on February 24, 2020

Stocks sold off today, as the Coronavirus spread globally.  The S&P 500 fell 3.27%, with the other two major U.S. indexes both solidly in the red for the day.

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Being on the Right Side of History

Posted by Jeff Thomas on February 7, 2020

The wealth management industry is having a reckoning right now.  The broker-dealer’s conflicts of interest are now obvious.  Consumers are demanding transparency.  However, the largest industry players continue to lobby to muddy the waters of disclosure.

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Thriving Family Principle: Steward not Owner

Posted by Jeff Thomas on January 15, 2020

Do you think of yourself as a steward or an owner?

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The Mission-Driven Advisor: Culture

Posted by Jeff Thomas on December 19, 2019

Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?

You are not alone.

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Thriving Family Principle: Life is a Team Sport

Posted by Jeff Thomas on December 16, 2019

“Fifty-two percent of senior female executives played sports at the university level, compare to 39% of women at other management levels”, said Debora Spar, a professor at Harvard Business School. [1]

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Thriving Family Principle: Don't Quit

Posted by Jeff Thomas on November 15, 2019
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A 75 year-old client gave a keynote speech recently claiming that the last 10 years have been the most fulfilling of his life. He hasn’t had a salary or played golf once for 10 years.  So, why is he so happy?

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Seven Generations

Posted by Jeff Thomas on November 1, 2019

I recently went on a wine tour that included a tasting from a winery called “7 Generations”.  Their brochure talked about being in the wine business for 180 years. 

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Risks of Private Equity Ownership of RIAs

Posted by Jeff Thomas on October 31, 2019

Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry last week when he warned advisors joining private equity (PE)-backed Registered Investment Advisors (RIAs) about the possible negative influences of such ownership. [1].

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Thoughts on Becoming a Grandparent

Posted by Jeff Thomas on October 29, 2019

A week ago, my first grandchild, Cameron, was born.  His mother, my daughter Ally, went to the hospital just as Jose Altuve hit a walk-off homer to send the Astros to the World Series!

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

Posted by Jeff Thomas on October 1, 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?

 

Well, what are the some of the first things that come to mind when you...

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The Mission-Driven Advisor: Autonomy

Posted by Jeff Thomas on September 26, 2019

Are you a wirehouse advisor that desires greater autonomy?

If so, you are not alone.  According to Cerulli's "U.S. RIA Marketplace 2018" report, the desire for greater autonomy is the number one factor that attracts breakaway advisors to the independent channel.

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What is Your Biggest Challenge Operating at a Wirehouse?

Posted by Jeff Thomas on September 6, 2019

What is your biggest challenge operating at a wirehouse?

  • Changes in compensation?
  • Insufficient staffing support?
  • Firm culture?
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The Mission-Driven Advisor: Why The Exodus from the Wirehouse?

Posted by Jeff Thomas on August 26, 2019

“Let My People Go”

These are likely the four best-known words from the Book of Exodus uttered from Moses to Pharoah.

Over the last several years, wirehouse headcount has been falling in the single digit percentages, while RIA’s are growing at high single digit...

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8/5 Market Update

Posted by Jeff Thomas on August 5, 2019

We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market Commentary” today.  In light of the sell-off in stocks today, we thought we would offer this quick update of what happened along with our perspective.

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The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?

Posted by Jeff Thomas on July 10, 2019

Is the grass really greener for RIAs?  According to a recent article in Financial Advisor magazine, the answer is a resounding “Yes”, according to brokers. [1]

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What does the SEC’s passing of “Regulation Best Interest” have to do with you?

Posted by Jeff Thomas on June 19, 2019

Here’s what SEC Commissioner Robert Jackson, Jr., said about the Regulations’ passing:

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The Mission-Driven Advisor: Why Should United Capital's Sale to Goldman Sachs Matter to You?

Posted by Jeff Thomas on June 6, 2019

Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on May 16, 2019.  The 220 advisors who sold to the independent RIA, United Capital, are about to work for Goldman Sachs.  How must those advisors feel about that?

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The Mission-Driven Advisor: Are You a Fiduciary 100% of the time?

Posted by Jeff Thomas on May 31, 2019

Are you a fiduciary 100% of the time?”

 

How do you answer that question when clients or prospects ask it?

It was a question I used to dread as an advisor at the wirehouse. 

 

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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 years at Morgan Stanley.

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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.

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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

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