Planning is Bringing
the Future Into the Present.
Today's RIA requires organic growth, the flexibility to acquire through mergers and acquisitions, and a unique set of value propositions.
Your CRM is More Than an Electronic Rolodex.
We are often asked, "Which CRM is the best?" The answer? The one you have! Odds are good that CRM has the ability to relieve your staff of numerous tasks, and handle tasks that are not being completed at all! Let us unlock the potential of that tool.
Is Your Sales Funnel Static or Dynamic?
Marketing teams often build a sales funnel that shows a straight-line journey of the buyer. This almost never happens! Let us help your firm be present wherever they wander off to.
Those darn butterflies! Too often, our buyers are walking the path of our sales funnel - only to be completely distracted by a "butterfly" which is a social media post, an opinion from an outside third party, or some life event which causes a distraction. It is in your best interest to prepare for this and bring them back.
Consider a light social media campaign to build a brand. This campaign is meant to save a sale in the event of a butterfly event.
Smart, automated email marketing campaigns can still work - if you have a valuable message.
"
"High buyer intent" is a valuable marketing metric that should inspire you to meet prospects where they are.
Sales Training Has Never Been More Important, Since it Highlights Human Skills.
Negotiation skills, EQ, highly intelligent communication skills are just a few of the important qualities often found in the best salespeople. Let us help you build that ideal team and constantly improve them.
Planning is bringing the future into the present.
RIA firms must have a plan for organic growth to raise their valuation.
272
Mergers and/or acquisitions in the RIA marketplace in 2024
31%
Of RIA's with over $1 Billion in AUM have nobody in charge of Growth
87%
Of all RIAs manage less than $250 million. These firms lack the resources to hire a full-time Chief Growth Officer
5X
RIA firms with less than $250 million in AUM have a median EBITDA valuation of just 5X
We can help you grow. We can help increase the value of your business. Because we are a fractional sales manager (with deep roots in the financial services industry) we can help without costing you your budget.
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