Because we’ve run RIAs. We know how hard it can be to stay focused on your business and the competitive landscape while serving clients and somehow finding the time to locate and close prospects.
Our assessment process is designed to be an independent, third party evaluation utilizing our 45-years of experience to either identify challenges at the firm or to help the owners overcome existing challenges. We’re ready to handle anything from capital structure/transition, succession planning, to technology/platform issues and employee development.
However, assessments can only take your firm so far. Understanding an issue and fixing it are two different things.
Our deeper engagements with RIAs are built on our belief that the best run firms of the future will do three things exceedingly well:
- Effectively outsource non-core/non-client facing work to free up capacity for growth.
- Deliver on the wider needs of the client by providing more services, which enhances the client experience and increases revenue that offsets asset management fee compression.
- Leverage technology and marketing approaches to grow the firm organically and assess inorganic growth options based on the firm’s size and geographic location.
Our goal is to partner with you in order to optimize your structure and operating model to increase organic growth. This allows your firm to be better strategically positioned to either compete into the future independently, become a landing spot for other advisors or sell to another entity at a significantly increased valuation.