by Corie Odden | Feb 13, 2026 | Corie, SAP
Is Your Firm Growing at the Expense of Quality? Growth is often treated as the ultimate measure of success in wealth management. More clients. More advisors. More assets. But growth alone does not guarantee better outcomes. In many cases, it introduces complexity that...
by Corie Odden | Jan 23, 2026 | ai, Corie, SAP
In a World of AI and Automation, the Relationship Still Matters There is no denying it. Technology has fundamentally changed the way we invest. We can access markets instantly. We can track performance in real time. We can model scenarios, rebalance portfolios, and...
by Corie Odden | Jan 2, 2026 | Monthly Note
January 2026 Investment Update Is the World Changing… or Are We Due for a Market Correction? As we turn the calendar to a new year, it’s natural to pause and take stock, not just of where markets have been, but of what may lie ahead. During a recent internal...
by Corie Odden | Aug 26, 2025 | Corie, SAP
Your Clients Don’t Need You to Be a Hero. They Need You to Have Help. Corie Odden There’s a certain kind of advisor who always answers the phone. Who double-checks every plan before it goes out the door. Who runs the numbers, writes the emails, coordinates with the...
by Corie Odden | Jul 22, 2025 | Corie, SAP
Beyond the Payout: Why Ownership Mentality Drives Everything at SAP What if your payout wasn’t the most important part of the equation? Most firms in our industry lead with numbers — payout grids, bonus tiers, production goals. But those numbers don’t tell the...
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