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Description
The next 24 to 36 months present an unprecedented opportunity for growth-oriented financial advisors—but only for those willing to rethink how they operate.
This webcast outlines the 10 critical shifts successful advisors are making right now to help scale their revenue, deepen their client impact and dramatically increase the valuation of their practice. The webcast is designed to help advisors focus on what matters most: acquiring and serving mass affluent clients at the highest level of planning by offering bespoke plans in the style of multi-family offices.
Learning Objectives
• A proven 10-step roadmap to significantly grow revenue and valuation.
• How to adopt and implement the "Delegation Mindset" to free up time for high-value work, like holistic planning and creating cross-discipline solutions for clients.
• The 60% Rule: why spending the majority of your time on business development transforms your growth trajectory, and keeps you focused on strategic planning for clients with significant tax liabilities.
• Practical systems and workflows to automate operations and scale client service grounded in personalized financial planning solutions that incorporate asset, risk and legacy planning.
• The business case for outsourcing marketing and other labor-intensive lead generation efforts.
• How modern advisors can automate the inclusion of held-away accounts, insurance policies, trusts, real estate and business interests in their financial plans.