Brian Beck

Nov 4, 2024 | digitalcommerce360.com | Paul Demery |Brian Beck

Over the past decade, it’s safe to say nothing in B2B ecommerce has grown faster than product sales transactions at Amazon Business, which surpassed $35 billion in gross merchandise sales by 2022, its eighth year in operation. They’re going to raise the bar in inventory management.

Oct 10, 2024 | advisorpedia.com | Brian Beck |Daniel Friedman

Written by: Brian Beck and Daniel Friedman | WMGNA You don’t have to search too hard to find references to the forthcoming $75 trillion wealth transfer and how, among other things, it’s going to reshape the wealth management business. As big as the numbers may be, we see a missed opportunity rather than a massive opportunity.

Aug 27, 2024 | advisorperspectives.com | Brian Beck |Daniel Friedman

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. We are not marriage experts. But in many of our initial discussions with clients, we noticed a pattern emerge: It is more common for one spouse to take the reins of financial management while the other remains less informed – or worse, in the dark.

Jun 27, 2024 | fa-mag.com | Daniel Friedman |Brian Beck

We applaud the points raised by Mark Hurley in his recent article “The Overhyped Move To Subscription Fees.” He is right. A subscription model is overhyped. But we would respectfully add that it is only overhyped by those who have not carefully considered how the subscription model is deployed and its function within the continuum of wealth management services that all investors need to reach financial independence.

May 28, 2024 | advisorperspectives.com | Brian Beck |Daniel Friedman

Our advisor who is converting his book has found that written communications about subscription pricing were generally not effective in converting clients to the model, and the shortest route to conversion came from meeting with clients. The interpersonal communication that proved effective in converting clients to subscription services stemmed from the fact that a subscription approach is nuanced and requires explanation.