Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 200

Clients Planning Financial Advisor Financial Planning 200

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 148

Clients Planning Financial Advisor Financial Planning 148

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. An advicer's business development activity can be measured across 2 main phases: the Marketing Activities that generate new leads and prospects, and the Sales Process that converts those prospects into new clients.

Marketing 200

Marketing Marketing Sales Clients 200

Nerd's Eye View

MAY 27, 2024

Next comes the challenge of establishing patterns and processes to onboard and retain clients, getting referrals, hiring and training staff, and doing the ( very rewarding ) work to turn a fledgling firm into a sustainable practice.

Marketing 201

Marketing Marketing Clients Media 201

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself. As a starting point, a well-built Process page performs 4 critical functions.

Financial Advisor 227

Financial Advisor Clients Consulting Communication 227

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 177

Marketing Marketing Engineering Media 177

Nerd's Eye View

MAY 29, 2023

One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. His next step was to systematize his planning process to help him work more efficiently as a solo firm owner.

Risk Tolerance 202

Risk Tolerance Financial Advisor Clients Engineering 202