Posts Tagged: Growth

The trillion dollar club: How to be a growth superstar

Amazon recently joined Apple in the trillion dollar club, becoming the second American company in history with a market cap surpassing $1 trillion. While Amazon and Apple climb to new highs, it’s been fantastic for investors and for the wealth management firms that serve them. There’s nothing like a rising market to increase assets, revenues…

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The 361-Day Challenge

Generally, advisers meet clients two to four times a year to engage, build trust, instill confidence, help solve problems and ultimately, earn the fees clients pay us. That means clients pay roughly $2,500 per meeting based on their annual fee. The overarching question is, in this age of “information at our fingertips,” are we doing…

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Secrets to Growth: The Difference Between a Racehorse and a Pack Mule

Most firms in our industry start their race like racehorses: dynamic, exciting and growing rapidly. But after a couple of decades, many firms begin to resemble a pack mule: stodgy, predictable and relatively stagnant. We have the unique perspective, having conducted analytical benchmarking reports for hundreds of independent firms of varying sizes and backgrounds over…

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What’s In A Name?

What’s in a name? Finding the blue water Like most mature industries, financial services is replete with copycat market-share-focused firms — all the fish fighting for their own pool of safety in the blood red waters cluttered with all types of fish. Matt Brinker, our head of partner development, and I were having a talk…

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