Breakout Session C #1

Digital investor client communication is a core activity to building and enabling lasting relationships with their advisers.As advisers meet with clients once, twice, a year how do you help them best serve their customers? Today, we see a great deal of “push” marketing that draws terrific content from marketing firms. What are the next frontiers of digital marketingcontent, curation, targeting, and delivery? What does the next generation of digital client communication look like? To what extent should we be evolving and aligning books and records information and/or client content records into smart contact profiles that weave in ongoing data gathering efforts? How do we better align and communicate to an investor customer clients' need?   

 Breakout Session C #2

What are adviser practices worth?  How are advisers valuing them today?  How does that play out in the recruiting process? Over the years, we have spoken with a great many advisers and broker dealers. It has always given us pause as to how many advisers do not know the market value of their own businesses. Building on that theme, to what extent do broker dealers monitor/give insight to advisers about their practice values beyond annual revenue numbers. When recruiting advisers, to what extent is practice valuation and/or improvement factored in? Practices typically weave together generational wealth, retirement, and insurance cashflows as part of an adviser's service model. However, research shows over 70% of beneficiaries are leaving their existing advisor once they take ownership of an account. What recruiting components programs can you use to value an adviser's business and help them implement to help limit client succession erosion? How should that book preservation and practice valuation insight be woven into the recruiting process?