From ThinkAdvisor
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Summary: Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning.
From Wealth Management
Added on June 2023 in M&A Issues
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Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.
From Wealth Management
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Summary: People often ask us – what makes an elite team “elite.” Put simply, they live in a constant state of self-improvement, making seemingly small changes to the way they attract and service affluent clients. For example, an elite team might decide that all new clients should get a technology walkthrough to help them understand the tools at their disposal. This is a small adjustment, but one of many they’ll make this year. Over time, this creates a competitive advantage.
From Wealth Management
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Summary: This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape.
From InvestmentNews
Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
