NOTE: IF YOU MISSED THE LIVE WEBINAR, YOU CAN DOWNLOAD BOTH THE WEBINAR AND THE WHITE PAPER USING THE LINK BELOW.

DOWNLOAD THE WEBINAR RECORDING:

http://www.interactiveadvisorysoftware.com/category/webinars

ACCESS THE WHITE PAPER:
http://www.interactiveadvisorysoftware.com/news-events/information-sheets
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Free Webinar on Tuesday July 17, 2012 at 2:00 pm ET / 11:00 am PT

BUILDING ENTERPRISE VALUE IN YOUR FINANCIAL ADVISORY FIRM

All financial advisory firms strive to be profitable. But some profitable business models are more stable and sustainable than others. A firm that operates efficiently is more profitable than a firm with shaky operations and an overwhelmed staff. A firm that is not dependent on one or two “star” producers is more sustainable than a firm that relies on a star. A smoothly functioning firm also is better able to focus its energy on obtaining more “ideal” clients and creating an enterprise that will be valuable when principals wish to cash out. 

Strong, sustainable firms begin by delivering superior service to clients. These firms also forge superior operational efficiency and effectiveness. And they are committed to continuous improvement, both in updating staff members’ skills and defining, documenting and executing workflows for greater productivity. Finally, technology such as the single-database wealth management platform by Interactive Advisory Software (IAS), pulls it all together by providing all staff members with access to client information and advanced tools so that they can deliver the highest level of service. 

When that level of excellence is reached, client retention will be almost automatic, and client referrals will soar. Wealth managers on staff will be able to use their advanced analytical skills, instead of “putting out fires.” Regulatory compliance will be systematic. The firm will be able to smoothly absorb new clients or even add new advisors with existing books of business. And the firm will be attractive as a buyout or merger candidate, if that’s the direction that the principals choose. 

Leaders of advisory firms realize that client service and operational efficiency are the primary drivers of their businesses. However, they don’t always know how to get where they want to go. They get lost in the day- to-day challenges of running their business, and they neglect long-term strategies. For a while, even a firm with shaky operations can succeed if the principals have good sales skills or a good track record as an investment manager. Eventually, however, the weaknesses will catch up with the firm, especially as it adds clients. 

On Tuesday July 17, 2012, at 2:00 pm ET / 11:00 am PT in a free educational webinar, Marie Swift and a panel of experts will explain how to build a stronger firm that cannot only accommodate growth, but can actually generate it by providing services that turn clients into lifelong advocates. 

DOWNLOAD THE WEBINAR RECORDING:

http://www.interactiveadvisorysoftware.com/category/webinars

ACCESS THE WHITE PAPER:
http://www.interactiveadvisorysoftware.com/news-events/information-sheets