Research · RBI perspectives
Research helps financial-services leaders separate important signals from background noise and make better decisions.
Explore Dr. Renée Baker’s published writing and the questions shaping our perspective on wealth, client expectations, brand distinction, advisor growth, and AI. The articles below were first published by AdvisorHub.
Request a Signal Audit ↗Published perspectives
AdvisorHub · December 9, 2025
Where can technology create advisor capacity while the human relationship remains central?
RBI perspective: Growth planning should start with the client and advisor work that firms want to make more relevant.
Read the original on AdvisorHub ↗AdvisorHub · September 23, 2025
What makes client acquisition more consistent than hoping referrals arrive?
RBI perspective: A clear point of view and an intentional experience help prospects understand why to take the next step.
Read the original on AdvisorHub ↗AdvisorHub · March 25, 2025
How does representation shape who can see a future in financial advice?
RBI perspective: Firms can make representation part of their leadership, recruiting, and client experience choices.
Read the original on AdvisorHub ↗AdvisorHub · March 20, 2024
What changes when women’s influence in financial services is reflected in firm strategy?
RBI perspective: Firms should translate changing influence into who they listen to, serve, and invite to lead.
Read the original on AdvisorHub ↗The Signal
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