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Summary: We recently worked with a financial advisor who had successfully grown his business in the past, only to see his sales eventually flatline. That’s a common situation for advisory firms.
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Summary: What he likes about technology, however, is that it allows the robots to do what they do best while planners are doing what they do best. With a team of only five, his two-year-old firm has grown to $200 million from $80 million in assets in two and a half years. He says he could add a zero to that figure while adding only two new employees.
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Summary: The 2018 RIA Benchmarking Study from Charles Schwab examines how the independent advisory industry remains on a growth trajectory, and how much new clients play a role in that growth.
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Summary: If you run your own advisor business or play a large role in one, then you can almost always expect your clients and prospects to have questions about your company or website. Don’t worry, this is a good thing! You want them to ask so that you can gain their trust by answering them appropriately. If this relationship is strong from the beginning, then it can pave the way for a steady relationship for years to come.
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Summary: Recently, a colleague of mine suggested that "back office" should be considered a bad word, because it's where things go wrong without accountability.
