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Secrets to Scale with Jesse Lewis

Advisors may be missing opportunities to grow their businesses. Eighty-three percent of clients want their advisors to help with lending and credit management yet only 3 percent of clients actually receive that type of advice.

Secrets to Scale with Trey Ruch

Since we launched, we’ve helped over 20 firms figure out how to improve their use of technology to drive growth. Our clients agree that we can shorten their learning curves to increase productivity more quickly. Our expertise is based on years of experience and trial and error, seeing what works, and learning from what doesn’t. We’re able to apply that experience to help accelerate clients along the learning curve to get things done and done well.

Using Digital Tools to Connect with Clients

Like other industries, financial services was challenged in 2020 by pandemic-related lockdowns and remote working. In response, many advisors transformed their business models by quickly adopting digital tools like client portals. It was inspirational to see advisors retooling to provide digital interactions that are as meaningful to clients as traditional face-to-face meetings.

2021 Resolutions and RIA Trends Part 2

The challenges of 2020 forced some RIAs to rethink how technology could serve their business models, while tech-savvy advisors seemed to continue working with clients without missing a beat. In part 2 of this blog series, Davis, John, and Thomas share their insights on last year and trends they are following in 2021.

2021 Resolutions and RIA Trends

The new year is a natural time to set goals fo ther coming 12 months and to reflect on lessons learned from the previous year. Of course, 2020 had a lot to teach us. In this month’s blog, we share a few thoughts about the past year and trends we expect to see in 2021.

Implementing Year-end Tax Strategies With LibertyFi

There are several ways that advisors can provide clients with additional value. As stated in the research report, Return on Capital Sigma, a sophisticated portfolio that tracks a benchmark and accommodates tax harvesting, could add approximately 100 basis points of additional value annually.