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Why Helping Clients Build Wealth Is Smart Business For Financial Advisors

Mike Langford
Apr 11, 2022

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.  

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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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