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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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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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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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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.

Read More

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.

Read More

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!

Read More

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!

Read More

A recent industry surveyindicates that one hundred percent (that's right, 100%!) of advisors who have broken away from a broker-dealer or wirehouse are happier to be independent and would do it all again.

When you think about the reasons advisors pursue independence, it makes sense: higher...

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John was a 50-year-old advisor who had been at 3 different wirehouses over his 25-year career in financial services. Before becoming a financial advisor, John had been an institutional trader for 10 years. John was managing about $100m in AUM with 80% in fee-based accounts and 20% in traditional...

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Growing your firm doesn’t happen by accident. The most successful RIAs will tell you that it requires a concerted effort, through both prospecting and marketing. But not everyone realizes that these are two distinctly different functions with unique tactics.

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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...

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