From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
From the Ground Up
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
Is your value proposition really delivering what clients want? 🤔
In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value.
Spoiler alert: there’s a lot more to it than just great advice.
Here’s what you’ll learn:
- 🍽️ Think like a top-tier restaurant: It’s not just about serving advice—it’s about making sure it’s exactly what your clients crave.
- đź“Š Use data to elevate your service: How actionable insights can help bridge performance gaps in fee transparency, engagement, and personalization.
- 🤝 Co-create, don’t just sell: Shift to a collaborative model where clients feel empowered, understood, and involved in their financial journey.
🎧 Stop guessing what clients want—start delivering real, lasting value!
Thanks for listening!
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