Top Tweets for #Capacitywithfacet
How do you transfer "b" or "c" clients to an outsourced solution? Client @thebrentweiss of @FacetWealth shares: "We come up with a customized game plan & help advisors communicate the process" #capacitywithfacet
.@BobVeres: @FacetWealth is the first firm I've seen that's using technology to serve a primary audience that has historically been other firm's "c" clients. @LisaRapuano: That's our niche, that's all we do, and we do it well #capacitywithfacet
What does the application of client segmentation look like? Client @LisaRapuano of @FacetWealth shares: Once you determine where the profitability line is, the application of segmentation is doing something about it #CapacityWithFacet
Growth is advisors' primary focus, but many advisors say finding time is their biggest pain point. Client @LisaRapuano of @FacetWealth & @BobVeres discuss via @AdvPerspectives #CapacityWithFacet
@BobVeres -- "advisors don't seem to realize how many clients they work with who are unprofitable. they're not tracking time and underestimate how much time they spend with them." #capacitywithfacet #itspossible
40% of advisors' time goes to servicing clients, but 24% goes to portfolio management. @BobVeres says what this shows is an industry in transition to one focused on the client experience #capacitywithfacet
"the actual application of segmentation is what really drives growth for firms today," says @FacetWealth's @thebrentweiss via the @AdvPerspectives webinar. #capacitywithfacet #itspossible
how much you charge, how much they can pay, & what is the service you deliver: a 3-D puzzle #advisors need to figure out as they deal with capacity and segmentation issues per @BobVeres via @FacetWealth's webinar w @AdvPerspectives #capacitywithfacet #itspossible
According to a @FacetWealth survey in conjunction with @AdvPerspectives, 65% of RIAs either don't have account minimums... or don't enforce them! #CapacityWithFacet
Clients @LisaRapuano & @thebrentweiss of @FacetWealth discuss RIA capacity and segmentation practices with @BobVeres via @AdvPerspectives #Capacitywithfacet
@FacetWealth's @LisaRapuano and @Brent_Weiss along with @BobVeres will soon discuss what 300 RIAs had to say about advisor capacity & client segmentation in a webinar starting now. You can still register....see here: https://t.co/kbIkLMVcsS #capacitywithfacet #itspossible
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