Solving The Three Biggest Problems Facing Financial Advisors

While every financial advisor's business is unique, there are some common challenges faced by all independent advisors and RIAs. This week's guest, Julie Pinkerton, noticed that a few of these common challenges were actually really big problems.  So, she set out to create a community solution, ClientFirst, that would help advisors and other financial professionals connect with each other to not only grow their businesses but to better serve their clients in the process.

One of the big takeaways from this episode is how much opportunity opens up when advisors start to expand their professional networks with complementary solution providers. No one can do it all but you can offer a comprehensive set of financial solutions to your clients if you leverage others.

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Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

• How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business - Laura Gregg shares the results of the 2021 Report Advisory Teams and Diversity Research.
• How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services - The community Julie and the ClientFirst team have built is making easy for advisors to find complementary partners like tax planners. In this episode we dig into the specific value of adding tax planning to your advisory business.
• Truelytics Solutions Partner Directory - Find other partner like ClientFirst via the Truelytics Solutions Partner Directory. If would like to explore having your firm become a solutions partner, click here.