Data collection and automation is the key to building an efficient RIA. Nick Davis of Brindle & Bay Wealth Management has successfully scaled his practice to millions of dollars in AUM through data collection and client experience. In this episode, Nick shares the specific data points that you should collect from your clients and how to create a client experience that's not only efficient but unforgettable.

 

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.

Want to find out how Altruist can help you grow? See more at www.altruist.com/advisorjourneydemo  

 

STAY CONNECTED:

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Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

 

EPISODE HIGHLIGHTS:

How a “data-driven approach” leads to RIA growth: 6:43-10:00

Top of the funnel data points to focus on as a financial advisor: 10:01-14:31

Incorporating data collection into the client experience: 14:32-20:20

Saving time as a financial advisor 20:21-22:46 

Creating a user experience for your clients 22:46-25:53

RESOURCES IN EPISODE: 

https://www.brindleandbay.com/

ADDITIONAL EPISODE RESOURCES 

The tech-enabled advisor 

5 time management tips for advisors

Here’s how to become a digital firm first to provide a better experience for your clients 

Digitizing a legacy financial firm 

 

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you lis

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.

Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts

STAY CONNECTED:

Instagram ► https://www.instpagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

Altruist

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...