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Summary: Most financial planners enter the industry with honest intentions and the desire to help clients manage and understand their finances. They often begin working in wirehouses, and eventually might decide to start their own business. Soon, they realize it can get lonely out there.
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Summary: There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these events more confused about their firm’s tech needs than when they started.
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Summary: The routes to growth for financial planning practices have been well worn — until recently. Traditional methods of adding clients, increasing AUM and boosting productivity are increasingly in flux. Instead, advisors are exploring new ways to curate client experiences, let technology lighten their loads and hang on to second-generation clients.
