What differentiates your practice from others in terms of client experience? Is it something that you, your staff or your clients can articulate? Are there certain things you want your clients to think, feel and do based on their experience? If not, then you are missing out on what could be a huge opportunity to deepen client relationships and grow your practice.
In recent years, the financial services industry has seen a shift towards hyper-personalization in wealth management. And we have built Unio and Clear1 with personalization in mind. The success we have seen in their adoption, as well as feedback on the value they bring you and your clients, has affirmed our overall strategy.
2022 certainly had its share of ups and downs — a 20% drop in the S&P 500, seven rate hikes by the Fed, record unemployment, adjusting to the new normal both personally and professionally and much more. Despite the unpredictable markets and broader economic challenges, we, as a firm in partnership with all of you, accomplished so much.
Have you ever watched the relay races during the Olympics? The most nail-biting moment of the whole spectacle is the baton pass. The slightest fumble and the leading team could drop to the last spot within fractions of a second. As financial professionals, our industry is at a similar juncture today, only with higher stakes. We're witnessing the most significant baton pass in history — an $84 trillion wealth transfer.
We all know that $84 trillion will transition to the next generation of clients and charities over the next 20-30 years. But what does that mean at the end of the day for you and your practice?
The independent Registered Investment Advisor (RIA) model is a game changer from day one. And if you're looking to start your transition, this whitepaper combines more than 35-years of our experience so you can clearly see the road ahead. Download it here.
The independent Registered Investment Advisor (RIA) model is a game changer from day one. And if you're looking to start your transition, this whitepaper combines more than 35-years of our experience so you can clearly see the road ahead. Download it here.