Added on February 2024 in Blog
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Added on January 2024 in Blog
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Welcome to the dynamic world of RIA Match, where financial advisors of all types converge in search of meaningful connections. As with any online platform, users exhibit diverse behaviors, forming distinct personas that shape their experience. In this blog, we'll explore three client personas on RIA Match: 'The disillusioned,' 'The dabbler,' and 'The super user.' We'll delve into specific actions each persona can take to enhance their journey on the platform.
Added on December 2023 in M&A Issues
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Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.
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Summary: Whether you’re overworked, understaffed, or just unsure of where to go next with your business, there are a million experts who claim they can solve your issues fast and secure you unprecedented growth.
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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.
