Our client, Rehmann Wealth, is a professional advisory firm employing nearly 900 associates. They have implemented the use of Envestnet Analytics, to help better understand their business operations, gain and share valuable insights with executives and advisors, and improve performance by making decisions based on up-to-date, accurate information.
As we’re sure you are, we’re still teeming with excitement and an expanded perspective after Envestnet’s Advisor Summit.
When planning for growth, RIAs need to consider their talent strategy. As the firm grows, leaders might be inclined to hire additional operations staff to meet increased service needs. But there are better approaches.
Since 2017, LibertyFi has had the opportunity to help RIAs improve the client and advisor experience by maximizing their investment in the Envestnet platform. Our team of hands-on practitioners, experienced in advisory technology and middle-office consulting, looks for new ways to apply technology to improve both the advisor and client experiences. By creating and streamlining repeatable processes, we can help provide them with consistent experiences that help them achieve their goals.
To reduce client tax burdens, advisors look to harvest losses before the end of the tax year. But do they need to wait until December to begin harvesting those tax losses? The good news is that they don’t!
Season two of Secrets to Scale is here! Our first guest is Scott Sheffer, CEO of Carnegie Wealth Management, and one of LibertyFi’s first clients. His story is unique because he acquired Carnegie when the original founder was ready to retire. By implementing his vision, he has retained the original clients and added new clients.