Culture Matters. How Disengagement Impacts Your Wealth?

Posted by Cale Dowell on July 15, 2020

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of their corporate headquarters in giant block letters. They are a...

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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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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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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: Don't Quit

Posted by Jeff Thomas on November 15, 2019
re-tire

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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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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Money Talks: Community

Posted by Cale Dowell on April 26, 2019

It never ceases to amaze me how the simplest things can bring a huge smile to my child’s face. Whether it’s a $15.00 pony ride at the rodeo, a $1.00 balloon from the grocery store, an airplane in the sky, or the moment I walk in the door to pick her up from school.

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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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The Ideal Stewardship Model

Posted by Sarah Bradley on October 25, 2018

When you purchased or built your home, what did you consider? Certainly the price, probably the neighborhood. You considered whether its size could accommodate your family or future family. You looked at school district zoning and thought through how long you...

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on October 17, 2018

With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is that many families are not thriving and younger generations are...

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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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