If you want to create and sustain a great experience for your clients, you first need to understand what they want and expect from you. In a recent and fairly exhaustive study on what clients expect from their investment advisors, Jeremiah Desmarais, one of the leading voices for...
We often hear from clients that one of the allures of becoming an independent investment advisor is the freedom to build your business the way you want to, without fighting through the bureaucracy one would encounter with a broker-dealer.
Investment Advisors choose to practice their crafts under the RIA structure for a wide variety of reasons. Whether it's the desire to support clients as a true fiduciary, the ability to provide superior service, or simply the dream of operating as an entrepreneur, the motivations are compelling.
In retrospect, it’s amazing how far the independent investment advisory business has advanced over the past three decades and there is no doubt that technology has played a key role in that progress. In fact, the benefit to independent advisors from the last 30 years of technological advancement...
What’s in a brand? Might seem simple at first. But, your brand itself speaks volumes about YOU, and yet, when was the last time you thought about your company’s name, your logo, or even your overall identity?
At its core, a brand is defined as an identifying symbol, mark, logo, name, word, or...
Despite the upheaval of the past year, many RIA firms have continued enjoying organic growth. Now, perhaps more than ever, clients are looking for professionals they can trust to help them make sense of – and adapt to – the continually shifting landscape.
Adapting your mindset and incorporating...
Q&A with Chris Daly, SVP, Chief Digital Officer of GeoWealth
As Chief Digital Officer, Chris oversees all aspects of GeoWealth’s visual and user experience in addition to leading the digital product management team.
Chris’ career has spanned over 20 years, covering UX, product design, strategy and...
