Scaling a Holistic Financial Advice Business

The role of wealth managers and financial advisors is rapidly evolving, driven by changing client expectations and the need to provide more comprehensive financial guidance. Clients desire a complete view of their financial lives, including complexities like taxes, retirement income, estate planning, and more. Simultaneously, advisors seek ways to differentiate themselves beyond traditional investment management as this service becomes increasingly commoditized.

To meet this challenge, our whitepaper, Scaling a Holistic Financial Advice Business: The Products, Services, and Technology Needed to Compete, introduces the concept of an integrated approach to holistic wealth management, emphasizing the need for a centralized wealth management platform with robust financial planning capabilities. Additionally, the paper addresses the growing interest in retirement income strategies and the role of annuities and insurance products in this context. It explores how turnkey insurance marketplaces simplify the process, enabling fiduciary advisors to incorporate them into a client's financial plans seamlessly.