firms 
Nerd's Eye View
SEPTEMBER 18, 2023
When an advisor runs their own solo advisory firm, their capacity to meet with current and prospective clients is limited to the extent that they are also responsible for all of the non-client-facing tasks of running their firm. Advisors who have never hired before may have little idea of what to expect once they do decide to hire.
Nerd's Eye View
NOVEMBER 20, 2023
First, it establishes expectations for the prospect around the process of becoming a client (including the type of calls involved, the onboarding steps, and how long it takes) and the general communication style of the firm. Third, the Process page should describe the specific (and likely niched) issues the firm addresses with its clients.
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Nerd's Eye View
OCTOBER 16, 2023
Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition.
Nerd's Eye View
JUNE 26, 2023
One of the biggest challenges for small, independent RIA firms is that they are self-reliant with respect to designing, choosing, and implementing the systems, technology, and processes that they use. Second, once the merger is complete, firm owners often discover that the culture of the new firm clashes with their expectations.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Discover how outsourcing routine tasks to specialized firms can free up valuable time for your in-house team to focus on strategic analysis and innovation. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Nerd's Eye View
MAY 29, 2023
When a financial advisor starts their own firm, they face many important choices. When Ryan first opened his firm after 15 years in the nuclear power industry, and only a few months working as an advisor, he marketed himself to the broadest range of potential clients possible, using generic marketing and content creation.
Wealth Management
NOVEMBER 30, 2023
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
Speaker: Rita Keller - President of Keller Advisors, LLC
You have a very successful firm -- but that’s not enough. It's time to embrace a whole new personality as a skilled business consultant and finally become a business consulting firm. You're known as the “go-to” person when a client is faced with tax and financial decisions. For some, the transition will be easy.
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