Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
All Articles
Platform Prep
Added on January 2020 in M&A Issues
2 visitors like this article | Viewed 5218 times | 0 comment
RIA Match Concierge Consulting Platform Prep
High-touch support for your firm’s succession planning and growth goals
RIA Match Concierge Consulting Platform Prep provides expert guidance and a consultative approach to create a roadmap to reach your succession planning and growth goals.
Concierge Consulting Platform Prep service provides the same foundational work as our full Concierge Service. Our industry experts crystalize your advisory firms’ vision and goals, and creates a guided Action Plan customized for your specific needs. Then you conduct the search. This new service level fits between the full white glove concierge service and the self-serve RIA Match platform.
The RIA Match Concierge Consulting Platform Prep Service consists of 2 calls
- Initial Discovery Call
- Optimized RIA Match profile
- Platform Action Plan
- Deliverables Call with:
- Review and delivery of Platform Action Plan
- Draft Content for the My Story section of your profile
- Draft correspondence to improve response rates
- Availability for future follow-up consultation and support; additional fees will apply.
Pricing:
$500
Resources: RIA Match FAQ
M&A New Year's Resolutions: Jan 2020
Added on January 2020 in Blog
0 visitor like this article | Viewed 19968 times | 0 comment
Gain Knowledge and Insight to Start 2020
6 Proven Ways Financial Advisors Can Grow Their Businesses
Added on January 2020 in Manage Your Practice
0 visitor like this article | Viewed 4029 times | 0 comment
Summary: Building a financial advisory practice isn’t easy. Letting go of a stable paycheck, hustling to add clients, figuring out the back-office logistics of client service and compliance — those early years are tough by any measure.
The secret to new business? Better communication with current clients
Added on January 2020 in Manage Your Practice
1 visitor like this article | Viewed 4028 times | 0 comment
Summary: Though it may seem backward, advisers might be better served spending more time and energy on current clients. According to a survey of more than 650 individuals who work with a financial adviser or planner, 88% said they consider communication style and frequency before referring their adviser to family and friends.
Ten Tips for Preparing for a Prospect Meeting
Added on January 2020 in Plan for the Future
0 visitor like this article | Viewed 4018 times | 0 comment
Summary: Getting ready for a big meeting with a potential client? Preparation matters. This is a fact that’s most evident when you’ve under-prepared for a meeting. There’s nothing worse than that feeling of regret when you didn’t do your homework, forgot your files, or had a hard time finding the meeting location.
