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Schwab’s 2024 RIA Benchmarking Study
Manage episode 449781070 series 3582122
Ray Sclafani에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ray Sclafani 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of Building the Billion Dollar Business, Ray Sclafani explores the key insights from the Schwab 2024 RIA Benchmarking Study, highlighting the factors that separate top-performing advisory firms from their peers. He covers the importance of referrals, client feedback mechanisms, strategic marketing plans, lead tracking, talent acquisition, and enhancing client experience through technology. Sclafani emphasizes the need for firms to document their strategies and focus on building high-performing teams to drive growth and success in the competitive financial advisory landscape.
Key Takeaways
- Referrals account for over two-thirds of new clients.
- A well-documented referral plan is crucial for success.
- Segmentation in marketing plans attracts more clients.
- Talent acquisition is a growing priority for firms.
- Employee engagement strategies are vital for retention.
- Technology enhances client experience and operational efficiency.
- Value is subjective and must align with client perspectives.
References from this episode
- Julie Littlechild CEO & Founder, Absolute Engagement
- The ClientWise Conversation™
- Whitepaper by Mark Hurley- "Welcome to the Jungle"
For more information click here to visit The ClientWise Blog.
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