We sit down with our friends at Sowell Management for this edition of Mastering the CEO Mindset — GeoWealth’s content series helping advisors-turned-RIA-firm-owners explore leadership, operational, and client relationship considerations — we present a topic important for anyone running a business:...

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As a tech company, we're obviously big fans of creative and innovative tech-based solutions to inefficiency or miscommunication. We've built this list of technologies that we use, know, and love – and how we recommend RIAs leverage these tools at their firms. Some of these are oldies but goodies,...

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Unified Managed Accounts offer a host of benefits to investment advisors and their end-clients. How can a Turnkey Asset Management Platform (TAMP) deepen the positive impact of UMAs on performance reporting, billing, and execution?

They may have been around since the 1990s, but Unified Managed...

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For most RIAs, the advisor piece of running a financial advisory firm comes easily. Building strong client relationships, guiding progress toward goals, managing portfolios – all of these skills fall squarely in an advisor’s wheelhouse.

But what about running the business? Those executive...

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Welcome to the “Just For Fun” installment of our curated podcast recommendations for financial advisors, or anyone for that matter. The other installments feature podcasts for those seeking to elevate their practice and draw ideas from others working in the industry or commentating on the industry....

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Welcome to the “Industry Insiders” installment of our curated podcast recommendations for financial advisors seeking to elevate their practice and draw ideas from others working in the industry or commentating on the industry. Whether you're a seasoned professional or just starting your advisor...

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Welcome to the “Fearless Female Hosts” installment of our curated podcast recommendations for financial advisors seeking to elevate their practice and draw ideas from others working in the industry or commentating on the industry. Whether you're a seasoned professional or just starting your advisor...

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Welcome to the “New, Now & Noteworthy” installment of our curated podcast recommendations for financial advisors seeking to elevate their practice and draw ideas from others working in the industry or commentating on the industry. Whether you're a seasoned professional or just starting your advisor...

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Higher Valuations Are Possible By Adjusting Your Approach To Common Factors Such As Growth, Scalability, Tech, Repeatability And Younger Clients

by Brendan Falls, SVP Strategic Growth at GeoWealth

This article was originally published on Wealth Solutions Report.

Despite today’s macroeconomic...

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A Turnkey Asset Management Platform – TAMP for short – can create opportunities for financial professionals to spend more time engaging clients.

But you may be asking yourself: What is a TAMP? Why should I use a TAMP? What benefits can a TAMP offer to an RIA? What does a TAMP cost?

Not all TAMPs...

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Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack HannahThis ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!

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The financial advice industry is a highly competitive and complex landscape. Achieving sustainable growth, while challenging, is crucial for long-term success and the growth of a practice.A Schwab study highlighted that 75% of advisors polled reported that growth made their operations more complex...

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There’s no denying the rapid evolution of the financial services industry over the past few years. Growth-focused Registered Investment Advisors (RIAs) have had to adapt quickly to remain competitive. Whether it was the overnight shift to remote work and digital communication with the pandemic, the...

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Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack HannahThis ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!

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Start with the problem

In his seminal article, entitled “Marketing Myopia,” Harvard Business School’s Theodore Leavitt argued that companies, to their detriment, focus too much effort on creating and selling products and services, often failing to understand the problems and needs of their...

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When Turnkey Asset Management Platforms (TAMPs) first emerged over 30 years ago, they may have been technologically rudimentary, but they were revolutionary at the same time. Their ascendance coincided with major structural changes in wealth management and they benefitted from the resulting...

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Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack HannahThis ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!

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Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.

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Welcome to the GeoWealth Consultant Series! Each article will highlight a consultant, coach, or organization focused on helping independent advisors improve practice management, accelerate success, and drive growth for their business.

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The Harvard Business School’s Michael Porter is the leading authority on industry structure and competitiveness. His Five Competitive Forces Framework states that profitability does not occur in a vacuum with a business and its customers. Rather, competitive forces affect a firm’s ability to...

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