Brian Leitner

How advisers focus too much on investments.

How advisers focus too much on investments.

A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Current risk tolerance questionnaires fail to add any perspective and context to what the risk score means. It's time to take a closer look.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."