New Year’s resolutions from top financial experts
• Simplify (refocus on how you can deliver a simplified experience for clients and how they interact with their advisor). Back to the basics on developing a proven process, etc.
• Ease of doing business - look at how easily it is for clients to engage with the firm.
• Increased inorganic growth opportunities - there are many factors forcing advisors to look at their long-term vitality.... aging advisors who are closing in on retirement themselves and looking for the right fit for their succession partner (culture fit and offering the right multiple for business valuation).
• Read “Essentialism” and “The Power of Now”
Ron Carson CEO and founder Carson Group