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:

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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.

Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)