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Summary: One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business — as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change in the last 10 years has been amazing. Unfortunately, for many financial advisors, the rate of change, and the number of choices available, has also been overwhelming.
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Summary: One of the most frequent questions that we get from new members is “How can I ensure a successful experience on RIA Match?” Looking back on the 5 years since RIA Match‘s inception and 3,500+ members later, we found the characteristic of ‘Being Curious’ is central to those who’ve achieved success on the RIA Match platform.
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Summary: The wealth management industry has, for decades, been largely about catering to one specific type of individual: male, most likely somewhere in their 30s to 60s, married and with a traditional family.
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Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
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Summary: Advisors should not think of technology as just part of the ecosystem of their businesses, helping to onboard clients, develop financial plans and invest and monitor assets. Technology is also key in their clients’ lives and not just for communications with their financial advisor, including clients older than members of Gen X, Y and Z.
