3 ways to grow

01

Streamline your investment approach

Implement a defined, repeatable investment process to help you meet client needs and free up time.

02

Improve business efficiency

Drive growth by thoughtfully allocating time among your clients as well as maximizing your team’s potential through strong leadership and structure.

03

Build trust with clients

Craft a story to capture the essence of why you do what you do every day. Communicate clearly to build client loyalty and acquire new clients.

Streamline your investment approach

A streamlined approach to managing your clients' portfolios can help provide the clarity and context your clients need to invest with confidence. Consider the tradeoffs of different approaches to determine what is right for you and your clients:

  • Time: Leveraging models maximizes the time you have to focus on your business and your clients
  • Control: Customizing individual client portfolios means more control over exposures and taxes
  • Oversight: Ensuring suitability of models requires less time than selecting individual investments
39%
of advisors’ time is spent on investments and administrative tasks

Cerulli, “U.S. Advisor Metrics 2022.”

Improve business efficiency

Think about your practice. Is it a well-oiled machine or a collection of various parts? An efficient, scalable business begins with you and your team. Clearly define each team member’s role and responsibilities to foster accountability and improve business operations. Then, create scale through a well-defined client segmentation model.

Build trust with clients

Authentic communication is at the core of creating trust, loyalty and deeper relationships with clients. Leverage video and social media to scale your client communications while maintaining a personal touch. Retell client stories to demonstrate the value you bring to other clients like them.