Like Ira, today’s financial advisor faces unprecedented challenges. Helping clients make sound financial decisions and navigate difficult markets are no longer enough to ensure success. The regulatory environment combined with increased competition and expanding client needs are driving evolution in the advisory model. Preserving flexibility while maintaining focus on an advisor’s unique value proposition is the key to long-term success.
How a wirehouse advisor left behind the employee model and big bank mentality to create a profitable advisory business that truely reflects his deep client relationships.
How a hybrid advisor kept a small firm culture and gained big firm resources to meet the increasingly sophisticated needs of his clients.
"Being a business owner in a highly regulated industry is challenging, especially while trying to provide your clients value in today’s volatile market. Arbor Point Advisors provides solutions for advisors to better meet clients' needs."