As technology continues to affect how advisors conduct business and interact with clients in a rapidly evolving wealth management landscape, we believe it will challenge RIAs to establish and articulate their value.
And in today’s broader environment of misinformation and altered facts, being intentional about articulating your value as an RIA ─ and what makes you unique in the wealth management “sea of sameness” ─ can be a deciding factor for a client or prospect in selecting you. When executed effectively, the goal is to create a significant competitive advantage.
With all the priorities you’re managing as an RIA, can taking a more robust approach to telling your story be an important lever for growth?
In this episode, Susan Quinn, CEO of circle S studio, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.