Jeffrey MacDonald Auhtor Headshot Image

Jeffrey MacDonald

Your Business

Jeffrey MacDonald MBA, CFP, CIM is founder of Wealth Wise Consulting. He can be reached at jeff@workwithwealthwise.com.

Are you ready for the second half? Are you ready for the second half?

Your Business

Are you ready for the second half?

Realign and refocus with a mid-year business assessment

By Jeffrey MacDonald |July 7, 2025

3 min read

The power of financial advisor specialization The power of financial advisor specialization

Planning and Advice

The power of financial advisor specialization

Five steps, and one warning, to shift your practice into a gear no generalist can match

By Jeffrey MacDonald |May 9, 2025

3 min read

The power of saying no The power of saying no

Your Business

The power of saying no

A secret growth strategy that every financial advisor should know

By Jeffrey MacDonald |April 10, 2025

3 min read

More Columnists

Robin Riviere Image

Robin Riviere

You are not a commodity

July 31, 2025|4 min read

Kevin Hayes Image

Kevin Hayes

Fee-based models align value with advice

July 16, 2025|3 min read

Teaming is more than a buzzword

June 18, 2025|3 min read

Jim Lyons Image

Jim Lyons

Rebuilding the human framework of advice

August 5, 2025|3 min read

It’s time to elevate the advisor role

July 4, 2025|3 min read

Mathieu Messina Image

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Darryl Jackson Image

Darryl Jackson

Three proven ways to help your clients stop worrying 

April 28, 2025|3 min read

Your 8-step marketing plan

April 7, 2025|3 min read

Kevin Press Image

Kevin Press

A private equity caution flag

August 8, 2025|3 min read

Business leaders are worrying about two things, a lot

August 1, 2025|2 min read