Overwhelmed? Too much to do? Has growth been weak and uneven? No time to take care of existing clients let alone find new ones?
Goal. We all want to grow our practices. A thriving practice tells us we succeeded: succeeded in helping clients manage their finances and succeeded in building a business that supports our own personal and professional goals. In a recent survey, growth was cited as the #1 objective of independent financial advisors.
Issue. But growing a practice takes time, perseverance and hard work. We work tirelessly on behalf of our clients, but as we grow, less and less time is left for customer-facing activities: solving client problems and developing new clients. Indeed, the complaint most often expressed is that advisors are so busy managing investment portfolios and attending to day-to-day operations that there is no time for RIA growth. Moreover, many of them also concede that they are unsure how to grow their practices given the time. As a consequence, advisors are not achieving their own personal and professional goals.
Solution. Pinnacle’s investment and back office solutions are designed to free 40-80% of your time and our marketing, strategic business consulting and continuity planning solutions are designed to help you achieve your personal and professional goals. Unlike most solutions available today, our solutions leave you in complete control at all times: your firm remains independent and your client relationships are yours and yours alone.