Jeffrey MacDonald

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

Your Business

How key performance indicators can transform your practice

5 metrics that every financial advisor should track

By Jeffrey MacDonald |October 7, 2025

3 min read

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

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

More Columnists

John Novachis

Your Business

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Your Business

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes

Your Business

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons

Your Business

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina

Your Business

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Darryl Jackson

Your Business

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