Thank you for scheduling your appointment with us! We’re thrilled to have the opportunity to meet with you and are committed to ensuring that our time together is both productive and valuable.
While you wait for your appointment, we invite you to explore a variety of resources we’ve carefully curated for you. These materials are designed to provide insights, tips, and strategies that can be implemented immediately.
What I Wish You Knew About Your Team That’s Costing You Money Bill Good ran what were likely the first systematic time studies in the financial advice industry. The finding held up for decades: an advisor is worth roughly $1,500 an hour in front of an interested, qualified client, and closer to $2,800 for those who specialize in high-net-worth investors.
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation across multiple systems. The list goes on, and it’s not getting shorter. But here’s the thing that nobody wants to say out
The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a “first opinion” before they ever call an advisor. Here’s how to win their business by transforming your discovery meeting — and why advisors who adapt will close more HNW clients. In this full-length BGM webinar, Senior VP of Consulting Matt Hicken
What I Wish You Knew About Your Team That’s Costing You Money Bill Good ran what were likely the first systematic time studies in the financial advice industry. The finding held up for decades: an advisor is worth roughly $1,500 an hour in front of an interested, qualified client, and closer to $2,800 for those who specialize in high-net-worth investors.
The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a “first opinion” before they ever call an advisor. Here’s how to win their business by transforming your discovery meeting — and why advisors who adapt will close more HNW clients. In this full-length BGM webinar, Senior VP of Consulting Matt Hicken
The Service Your HNW Clients Want and Don’t Know You Can Provide The wealthiest families in America are sitting ducks. Not at work — at work, they’re surrounded by enterprise-grade security teams, multi-factor authentication, threat monitoring, and IT departments with seven-figure budgets. At home, with their families, on their personal devices and home networks, they have almost nothing. And the
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation across multiple systems. The list goes on, and it’s not getting shorter. But here’s the thing that nobody wants to say out
How Firms Should Evaluate their Financial Advisor CRM This Year Most financial advisors don’t wake up thinking about their CRM. They wake up thinking about the prospect they meant to call last Thursday. The onboarding paperwork still haunting someone’s inbox. The annual review that’s two weeks out with zero prep done. Or the client who updated their email address in
Let’s start with a hard truth: If your target market is “anyone with assets,” then your actual target audience is no one. It’s the most common trap we see financial advisors fall into. They cast a wide net, hoping to not just land, but also not exclude “anyone who needs help with their money”— retirees, business owners, millennials, tech execs,
