Enhancing service
Succession planning
Growing through acquisition
Grow advisory business
Refining roles and responsibilities
Inventory management
Discovery/
re-discovery
Forming a team
Client segmentation
Business risk management
Client segmentation
Advisors typically think they manage
Inventory management
Research has shown that advisors who have outsourced 50-89% of their assets under management, gained back an extra 7.7 hours a week.
Grow advisory business
Delivering to your clients the things they value most through deep discovery and engagement
Enhancing service
Whether you're joining, forming, or working to build a high-performing team, we can help as you navigate teaming decisions in your practice!
Forming a team
Business risk management
Advisors who go deeper and get to the heart of a client’s priorities, who have the ability to bring a human touch to the relationship, will not only go a long way in helping their clients achieve greater financial outcomes, but will grow their business, and gain market share from advisors who do not do this work.
Discovery/re-discovery
of teams surveyed said they were affected within past 12 months by a “bad” hire
Refining roles and responsibilities
The #1-way advisors grew their practices last year was through Market Performance
Have you embraced a Growth Mindset?
Growing through acquisition
73% of advisors said they had no plan in place for the succession of their practice, or their own retirement.
Succession planning
Optimizing your time and practice, ensuring you are doing the right things with the right people
Client focused reforms, along with a sea of changes across the advisory industry suggest that the cornerstones of a successful advisory business are likely to look different in the future.
ARE YOU READY?
Read client segmentation video transcript
Watch video on client segmentation
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Contact your regional team
Watch video on enhancing service
Watch video on enhancing service
Download the assessment
Download the assessment
Listen to recording
Listen to recording
Watch video on client discovery
Watch video on client discovery
Contact your regional team
Contact your regional team
Watch video on succession planning
Watch video on succession planning
Client segmentation is foundational to all future work on the practice
How many fund codes do you manage? How many hours do you spend doing it?
Consider streamlining your solutions
What would you do with that time?
We can help!
Resources available upon request
The case for models 1-pager
Know Your Product 1-pager
Know Your Product guide
Resources available upon request
150
unique investment products
They actually manage
450
Reset
YET ONLY
67%
56%
Have formalized job descriptions
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Resources
Practice assessment
Growth oportunities guide
Resources available upon request
Skills and time analysis
Accountability management and communication
Roles and responsibilities guide
Resources available upon request
Discovery tools
Women in investing
Client engagement roadmap
Family wealth planner
Resources available upon request
Team readiness assessment
Helping my team during uncertainty 1-pager
Resources available upon request
Effective client reviews
Client conversations centre
Download client discovery 1-pager
Simplify to execute 1-pager
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Other resources available through your Russell Investments regional team
Optimize
Evolve
Revolutionize
Case for models 1-pager
Interactive tools and investment proposals
Team formation and readiness
Expanding a team
Team structures
Team capacity analysis
Refining roles and responsibilities
Team meetings best practices
Managing teams during uncertainty
Team dynamics
Client conversations centre web page
Effective client reviews web page
Clear roles and responsibilities is an indicator of a high performing team
Practice of the future framework
9 growth opportunities during challenging times
Women may be your most important growth market
Unlocking generational wealth
Contact your regional team
Contact your regional team
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Simplify to execute - 1 pager
Sample segmentation framework - upon request
Watch video on client segmentation
Listen to recording
Read enhancing service video transcript
Read recording transcript
Read client discovery video transcript
Read succession planning video transcript