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Are you delivering what clients truly want?
In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.
Jack and Tom dive into:
- (03:35) The core attributes clients truly value in their advisors and why they matter more than traditional metrics
- (09:23) How Practice Intel leverages client data to illuminate gaps and opportunities in your advisory practice
- (18:18) Insights on shifting from a sales-centric process to a client-centric, advice-oriented model
- (20:01) Strategies for delivering hyper-personalized advice through refined processes
- (28:18) The importance of data-driven performance management in elevating enterprise value and organic growth
- And more
Tune in for an insightful conversation that challenges the status quo and offers actionable steps to strengthen your advisory business.
Resources:
Connect With Tom Rieman:
Connect with Jack Martin:
About Tom Rieman:
Tom Rieman, CPWA® has a career spanning over 25 years in wealth management with a background in field sales, training & development and data science. Tom brings significant expertise including asset management distribution, institutional consumer research and a deep understanding of the broker-dealer ecosystem with a focus on process and performance improvement. Before founding Practice Intel, Tom was Head of Wealth Solutions at J.D. Power & Associates, Executive Director of Practice Management at Brinker Capital, and Vice President of Learning and Development at J.P. Morgan Asset Management. Tom’s extensive experience also includes time in the field as a wholesaler and providing advisory services to high-net-worth clients. Tom is a respected speaker at national conferences and a valued contributor to Barron’s Advisor and other industry publications. He holds a master’s degree in Organizational Learning and a Certified Private Wealth Advisor® certification.
The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.
