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Wealth Management Professionals

Financial advisers, wealth managers, and CPA’s go through three stages of their professional careers.

Growth

The first phase is business building. We call this the GROWTH phase. In decades past, these professionals would accept almost anyone as a client. Often, the foundation of this business became family, friends, and second connection referrals. Today, investors have more tools available to them online than ever before. These programs are very inexpensive and can deliver a similar experience that a smaller investor might expect from a human financial consultant. Real Intelligence doesn’t attempt to help consultants keep the smaller client, rather, to attract more of the wealthiest investors who will never trust a piece of software with their hard-earned savings.

Maintenance

The second phase is MAINTENANCE. During this phase, the consultant is less interested in growing the number of new clients and more interested in achieving scale. Scale improves profitability and gives the consultant the opportunity to spend more quality time with wealthier clients who have more complex financial planning needs.

Exit

The third phase is EXIT. The financial services industry is heavily weighted towards an average age that is very close to the traditional retirement age. Many of these consultants have expressed interest in selling their book of business but lack the tools and guidance to help deliver a smooth, profitable transaction that maintains a high-quality experience for the consultant’s clients. Real Intelligence has first-hand experience in a very unique model that includes an auction process.

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