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Summary: It is frustrating to have great relationships with clients and centers-of-influence (COIs) but virtually no one refers, especially considering how many people we know. Too few of our happy clients refer to us. Is this normal?
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Summary: No technology in recent memory has done more to capture our imaginations—or has more potential to transform our industry—than artificial intelligence. In the headlines, it’s a double-edged sword, raising concerns over cybersecurity and personal data, at the same time that it raises the bar for service and satisfaction to new heights. Advisors need to take hold now, or be left behind, because early adopters already have the upper hand.
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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.
