business model change

A Case Study on The Power of Business Model Innovation

[While there are many forms of innovation that a company can develop - such as product, process, network, and customer experience innovation – business model innovation is one of the most powerful strategies available to forward-looking business l

Mastering Client Behavior and Money Energy

Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners

Business Development Services as Unique as Advisors Themselves

[It has been said of financial services that there are as many different advisor business models as there are financial advisors themselves.

Bringing Technology and Personalization to Managed Accounts

[Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts?

Disrupting the Alternative Investments Marketplace

[The “democratization of financial services” is a major war cry and strategic goal for many FinTech companies. This endeavor allows a much broader base of investors the access and ease of transacting across all investment opportunities.

Adding Family Office Services for Competitive Value Creation

[Many mass-affluent clients are proud, but confused owners of a lot of “financial stuff”.

Rethinking Your Financial Services Business for Growth and Succession

[In a business environment of accelerating change, financial advisor professionals need to regularly review and rethink every aspect of their business – their business model, operations, client engagement strategies, product/service mix, and b

A More Profound Advisor-Client Value Proposition

"We learned how we can truly engage with our clients at a deeper level than just their financial matters." - Russ Schultz, Schultz Financial Group

Redefining the Insurance Marketing Organization

[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.

Operating as an Entrepreneur vs. a Business Owner

"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners