White Papers

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High Growth Potential, Low Operational Impact
A Well-Run Turnkey Asset Management Program Simplifies Selling Through Others
Few achievements in the financial services field are as revered as a successful money management record, yet such an accomplishment can breed challenges. As a new generation surges into retirement in the coming years and realizes responsible money management is crucial for a pleasurable existence through the final 20 to 30 years of their lives the demand for solid financial advice will blossom. Yet a growing distaste for commission-driven wirehouse representatives is driving many of these prospects to competent independent advisors for unbiased advice.

Integration and Its Effect on Time and Effort
Mini White Paper
Current market conditions have put a real squeeze on fee-based advisory firm profitability. So how do you increase your profitability? While there are many different approaches a firm can use, an effective approach is to build efficiencies into your firm operations. Better yet, build in scalability – in other words, efficiencies that can grow with you. The industry press tells you that you achieve efficiencies and scalability with integration. But what does this mean? And is all integration equal?

The Case for Redesigning Workflows
Mini White Paper
A common issue that many advisory firms run into is how to grow their businesses without adding extreme amounts of cost and complexity to their organizations. Many firms, even experienced ones, find that what worked as a small operation does not work well as a larger one. They also find that what seemed like a sound growth strategy on paper does not translate into an effective strategy in practice.

What’s New on the Back Office Front?
Mini White Paper
A recent study by Investment Advisor Magazine stated that the advisor firms practicing best practices in the industry spent 61% of their time on client-facing activities, including 32% on client services, 17% on client meetings and acquisition, and 12% on training employees which also directly affects their clients’ experiences. In order to reach these percentages, advisory firms need to develop stronger back office efficiencies.