Introduction Historically, Registered Investment Advisor (RIA) firms have been able to survive and even thrive by focusing on a single service for one type of client with minimal marketing efforts. However, modern consumers exhibit diverse buying patterns and preferences for new service models, necessitating a more targeted and flexible approach that diversifies consumer choice.
Great article Reese. I really think there is so much opportunity to work with underserved demographics at this point with the right service offering (and tech of course to support and scale it profitably).
Great article Reese. I really think there is so much opportunity to work with underserved demographics at this point with the right service offering (and tech of course to support and scale it profitably).