AI adoption and tools are nice, shiny things, but in a business context, they don't really matter. The only moat is somewhere totally different. It's within your company and your brain, and it's called strategy.
This white paper argues that Advisor Effectiveness Coaching (AEC) is a practical way to transition from product-push sales toward genuinely client-centric advice. Based on the GROW coaching model, it describes a structured programme spanning preparation, a senior-level kick-off, ongoing 1:1 and team coaching, and a “living phase” to sustain momentum. Team leaders serve as the key lever, acting as both coachee and coach to cascade change across the advisory organisation, while AI frees advisors for higher-value conversations. The paper concludes with a phased call to action – pilot, measure, and scale – with the goal of transforming advisors into trusted, augmented wealth partners.
Co-authors: Liam Reeve, PhD Candidate, The University of Hong Kong; Urs Bolt, WealthTech Expert
This article will provide a WealthTech update for the year 2025 in SEA, and an outlook for 2026, and beyond.
This article argues for a paradigm shift in the use of AI in marketing: Efficiency should not be the primary goal of AI deployment. Instead, it should be quality. The quality of the customer journey. The quality of the customer experience. The quality of the product. The quality of the service. When it comes to brand experiences, the starting point should always be “strategy first” or “brand strategy first,” not “AI first.”
More and more women in the DACH region are successfully starting their own businesses—driven by a desire for greater freedom and self-fulfillment. But what makes the difference between failure and growth? This article highlights four key success factors for female entrepreneurs: from early validation of the business idea and the targeted use of digital tools to strong networks and long-term thinking. Women who want to start their own business will find practical tips and inspiration here.
The flood disaster in the Ahr Valley in 2021 made it clear that Germany is inadequately prepared for extreme weather events. While the risk posed by climate change is increasing, only around 50 percent of German homeowners have natural disaster insurance—compared to 98 percent in France. Is compulsory insurance based on the French model the right way forward for Germany, or are there more convincing alternatives?
Dissolved governments, presidential elections, military conflicts. Somehow the world seems to be falling apart at the seams - even though it was already complicated five years ago, when the coronavirus crisis and the abolition of the EU-US Privacy Shield had just turned the world upside down. Almost everyone suddenly had to be able to work flexibly and remotely, while the legal basis for using US cloud providers and solutions collapsed before our eyes. What did the professionals do right - and what can we all learn for our own resilience?
Explore RedNote (Xiaohongshu), the Chinese social media platform that is attracting U.S. users amid TikTok uncertainty. Learn how it works and how it even bridges East and West cultures.