Owners of independent wealth management and advisory firms
Wealth Management Firms
Wealth management firms grow assets far more easily than they grow transferable value. The firms that command premium outcomes have built distribution, service and leadership that work without the founder in every relationship.
The commercial challenges
- Asset growth that does not translate into enterprise value.
- Rising cost to acquire and serve high-net-worth relationships.
- Headcount growing in step with revenue.
Editorials
- 01Building a Wealth Management Business That Can Operate Without Its Founder Forthcoming
- 02Why AUM Growth Does Not Automatically Create Enterprise Value Forthcoming
- 03The Economics of Acquiring High-Net-Worth Client Relationships Forthcoming
- 04How Wealth Management Firms Can Improve Revenue per Relationship Forthcoming
- 05Succession Planning for Independent Wealth Management Firms Forthcoming
- 06Advisor Recruitment vs. Organic Growth: Comparing the Economics Forthcoming
- 07How Wealth Management Firms Can Build Proprietary Distribution Forthcoming
- 08Client Segmentation and Profitability in Wealth Management Forthcoming
- 09How to Evaluate the Quality of a Wealth Management Revenue Base Forthcoming
- 10Scaling a Wealth Management Firm Without Proportionally Increasing Headcount Forthcoming