Growing a wealth management business can feel challenging at times. As Kieran Bol from PriceMetrix by McKinsey noted on a previous episode of the podcast, most financial advisors are not growing their AUM by adding new clients. Why? Well, there are a lot of factors, but one of the most commonly overlooked may be that many advisors are only looking for clients who have already accumulated wealth to manage.
In this episode of The Modern Financial Advisor Podcast, Calvin Williams, CEO of Freeman Capital explains why this oversight has created a huge opportunity for firms looking to serve financial consumers in new and innovative ways.
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