Value Management Solutions’ Post

Next-gen advisors will soon manage $76 trillion in transferred wealth. Yet the current system is failing them in three critical ways: → Value capture: They receive only a tiny fraction of the value they generate for their firms → Growth limitations: Their firms impede them from growing in the ways they want → Lack of autonomy: They can't always make the best decisions for themselves and their clients That's why we're building a platform designed specifically for these advisors. We're giving them the tools, support, and freedom they need to thrive in this new era of wealth management. Imagine a world where outdated systems don't cap your potential as an advisor… What would that look like to you?

We know advisors on the move have their pick when finding a new firm - and upfront cash doesn't have the same pull it used to. Technology and other outsourced support, as well as equity ownership, are differentiators that are moving the needle, reports Jennifer Lea Reed. Our CEO, Frank Smith, spoke with Financial Advisor Magazine about how Private Advisor Group is attracting top talent and evolving with the industry. https://lnkd.in/eB_YjbvY? 

When it comes to investment technology and ops, firms often know the "What's" but struggle with the "How's." You're bombarded daily with "valuable insights to transform your business" – streamline operations, integrate systems, increase efficiencies, harness data, build intuitive infrastructure. Lots of fancy, smart words. Yet many firms still rely on: 🤢 Legacy systems 🤢 One-person "teams" 🤢 Siloed data caused by lack of integration So, if everyone knows what they should be doing, why the gap? 🤔 In my experience, firms often lack one or more of these: Project Sponsors - Driving change by holding key stakeholders accountable Knowledge - Understanding the intricacies of implementation Resources - Having the right combination of team members + partners Budget - Allocating sufficient funds to get to the next level Plan - Crafting a prioritized and executable roadmap Bridging the gap between knowing and doing will produce the next gen of destination firms in the industry. It's not about more "What's" – it's about figuring out the "How's." #fintech #wealthmanagement #wealthtech

📉 The Financial Advisor Industry Has a Headcount Problem | Cerulli Associates The financial advisor industry is facing a significant headcount shortage, with retirements and rookie failure outpacing new recruits. While the report suggests more learning opportunities as a solution, we also believe that advanced technology also plays a huge role in attracting and retaining advisors. Here’s why: ⭐️ Modern advisors prioritize firms with powerful tech tools. ⭐️ Tech not only modernizes and scales your operations, but also expands capabilities for advisors to do things like fee-based planning. ⭐️ Tech empowers you to streamline workflows and free up your advisors' time for what matters most. Read the full article here: https://hubs.la/Q02K5vVm0 #FinancialAdvisors #FinTech #WealthTech #Recruiting #Growth

🚀 Unlock the True Value of Your Tech Company! 🚀 Our expert valuation services help you identify key growth opportunities, mitigate risks, and make smarter investment decisions! 💡 Tech company valuations come with unique challenges, from assessing intangible assets to forecasting future revenue 📈. That’s why our specialized business valuation services are designed to help you navigate these complexities, ensuring accurate assessments that drive smarter decisions and foster long-term growth. 🌱 Let’s talk strategy and grow together! 🤝 #TechValuation #BusinessGrowth #InvestmentStrategy #TechCompanies #BusinessValuation #RiskManagement #SmarterDecisions #Innovation #ValuationExperts #ConsultingServices

The future of portfolio company value creation goes beyond cost reduction and financial engineering. Private equity firms are exploring new models to drive returns, such as talent optimization, GenAI implementation, and pricing strategies. https://pwc.to/4e9OyuX

One potential approach to investing equity strategically for growth is to fund multiple projects. By diversifying investments across different ventures, individuals can spread their risk and increase the likelihood of overall returns. This strategy allows for the potential to capitalize on different market opportunities and sectors, mitigating the impact of any single investment's performance. Additionally, investing in multiple projects can provide exposure to various industries, enabling individuals to gain knowledge and experience in different areas. In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees. He interviews Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation.

The future of portfolio company value creation goes beyond cost reduction and financial engineering. Private equity firms are exploring new models to drive returns, such as talent optimization, GenAI implementation, and pricing strategies. https://pwc.to/4fDu66z

It's more than a shift; it's transformative growth! Explore how Bartlett Wealth Management's adoption of Practifi positions them for a scalable future, making technology a catalyst for success. Learn more here: https://bit.ly/42XPluL #TransformativeGrowth #WealthTech