Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and MarshBerry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value.
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Feb 29, 2024
Unveiling the evolution of WealthTech, exclusive insights and perspectives on industry development from T3.
Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
The integration of documented processes with CRM workflows empowers organizations to streamline operations, enhance customer satisfaction and drive sustainable growth.
Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.
The final impact has yet to be determined.
By developing a consistent practice around these mindset techniques, advisors can get greater clarity and awareness.