Growth Strategy for Investment Advisor
See more projectsDuration
2days
Location
Remote
Project Overview
1 to 8 years professional experience
Corporate Strategy & Development - Strategy Development
I have a growth strategy but I want feedback and improvements.
I'm trying to grow an investment advisory firm. Currently 60 clients, 60 million dollars under management. We know what we do is extremely valuable to our clients, both on the investment side and the financial planning side, and we want them to do our advertising for us.
We're in the relationship business, it's all about trust, word of mouth, referrals, and introductions. Not traditional marketing. We want to get current clients and eventually centers of influence (accountant, estate planning attorney) to love what we do and want to share it with the people they care about. That is difficult when people usually don't like to talk about their financial situation.
I'm trying to grow an investment advisory firm. Currently 60 clients, 60 million dollars under management. We know what we do is extremely valuable to our clients, both on the investment side and the financial planning side, and we want them to do our advertising for us.
We're in the relationship business, it's all about trust, word of mouth, referrals, and introductions. Not traditional marketing. We want to get current clients and eventually centers of influence (accountant, estate planning attorney) to love what we do and want to share it with the people they care about. That is difficult when people usually don't like to talk about their financial situation.
Additional Notes
Understand relationships, building trust, client experience, emotional connection, word of mouth, referrals, introductions, client feedback, index funds, financial planning Preferred Skills and Certifications
Functional
Strategy Development
About The Client
8 years
Time On Graphite