Today, competing advisory firms face similar challenges as they pursue sustained growth: How to differentiate themselves from one another in a crowded and seemingly commoditized marketplace?
There is not a lack of experience or expertise among leading advisory firms. There is not some critical capability or service missing from their respective lists of offerings. Their teams are populated by seasoned, credentialed professionals who are smart, committed and passionate. They are—as individuals, teams and firms—service oriented and client-centric. Each of these firms has a disciplined investment process, integrated wealth management solutions and all adhere to the fiduciary standard. And yet, break-away growth—deliberate and sustained organic growth—remains elusive to them.
It is our observation that many, if not most, present themselves in similar ways, using similar positioning and messaging. They look and sound the same even as they strive to say they are different from one another. They share facts and present details of investment process, for example, but do not tell stories—they do not resonate on an emotional level with their targeted audiences. Additionally, many of these firms do not have a disciplined sales process and few consistently execute best practices in their pursuit of growth.
We’re here to change that.
Exclusively serving advisors who serve the ultra-affluent.
It is our belief that in a crowded, seemingly commoditized investment and wealth management marketplace, there is great need for innovation; that the ever-increasing sophistication of the high-net-worth family, their ever-expanding needs and the ever-changing investment environment demands this.