Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
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Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman
The Advice Business Podcast
49 minutes
10 months ago
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.📊 Use data to el...
The Advice Business Podcast
Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and why efficient systems actually make client relationships stronger. If you’ve ever struggled to scale your approach without losing the human touch, ...
