In this episode, host Brendan Ryan, AIM Partner and Portfolio Manager, talks with Daniel Friedman of WMGNA about how a subscription model experiment they started more than 30 years ago ended up shaping their entire business. By using taxes as the starting point, they’ve been able to build trust early, attract younger clients, and form real relationships with the children and grandchildren of existing clients. Something that feels increasingly important as the Great Wealth Transfer approaches.
We live in a subscription-based world, and for many clients this model can feel more intuitive and easier to plan around a monthly budget than traditional advisory fee structures. More importantly, it can be a practical way to start building trust with clients’ families before assets move. All of this is discussed in this episode.
If you’re thinking about how to stay relevant and capture the attention of the next generation, this episode may resonate.
WMGNA works with other financial advisors to provide this subscription service. To learn more from WMGNA, visit:
https://www.wmgna.com/
https://www.linkedin.com/company/wmgna/
This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.
The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.
Some of our podcast guests may be clients. There was no compensation exchanged for their participation.
