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Attention RIA Owners - The Next Decade Could Be Painful

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If you own a successful RIA firm, you probably already sense that things in your industry are changing... …

If you own a successful RIA firm, you probably already sense that things in your industry are changing...

But are you prepared to profit from these changes or will your firm have to fight just to endure them?

On this MUST SEE webinar, we'll walk you through the culmination of 13 years of research by some of the best and the brightest in the industry...

And share with you their startling insights on how the next decade could make or break firms like yours.

What you'll learn:
-How the past 20yrs have shaped the industry (and why you should care)
-The 5 Forces that will drive the next phase of the industry's evolution
-The best & worst business models for dealing with the "new wealth management reality"
-How to protect your business, your lifestyle and the future value of your firm...and what will happen if you don't
-How to blindside your competition with a competitive advantage they won't see coming

Are you an owner or senior leader of a successful RIA firm with:
-A planning focus;
-$500M+ in AUM;
-A wealth management promise to existing high net worth clients, and;
-A desire to grow and serve more HNW clients?

Published in: Education, Technology

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  • 1. Could The Next Decade Be a Game Changer? (630) 596-5090 www.InKnowVision.com All Content Copyright © 2013 @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate
  • 2. How will you: Attract clients so they quickly pick you and …move significant AUM right away? Grow the business without…fee compression and …costs devouring your gains? Deliver highly differentiated value without …feeding your clients to the competition www.InKnowVision.com All Content Copyright © 2013
  • 3. Will the future look like the past? www.InKnowVision.com All Content Copyright © 2013
  • 4. The Good News & The Bad News www.InKnowVision.com All Content Copyright © 2013
  • 5. Blue Ocean Great Market 1980’s Change Starts 1990’s www.InKnowVision.com All Content Copyright © 2013 2000’s
  • 6. The 5 Forces Driving Change Fewer $1M+ Households & More Competition Aging Client Bases www.InKnowVision.com Potentially Prolonged Period of Low Returns on Low Risk Assets Accelerating Operating Costs All Content Copyright © 2013 Aging RIA Owners
  • 7. Over 19,000 RIA’s - 3 General Models www.InKnowVision.com All Content Copyright © 2013
  • 8. How will you: Attract clients so they quickly pick you and …move significant AUM right away? Grow the business without…fee compression and …costs devouring your gains? Deliver highly differentiated value without …feeding your clients to the competition www.InKnowVision.com All Content Copyright © 2013
  • 9. RIA Results: A different opening conversation: • Quickly lands a new $5M account and • Creates a pre-sold $20k legal case to feed a strategic legal partner www.InKnowVision.com All Content Copyright © 2013
  • 10. How will you: Attract clients so they quickly pick you and …move significant AUM right away? Grow the business without…fee compression and …costs devouring your gains? Deliver highly differentiated value without …feeding your clients to the competition www.InKnowVision.com All Content Copyright © 2013
  • 11. RIA Results: A different level of analysis: • Saves exiting owner $4.5M in taxes • Wins $15M AUM from big name competitors, and • Convinces another exiting owner to work with our guy www.InKnowVision.com All Content Copyright © 2013
  • 12. How will you: Attract clients so they quickly pick you and …move significant AUM right away? Grow the business without…fee compression and …costs devouring your gains? Deliver highly differentiated value without …feeding your clients to the competition www.InKnowVision.com All Content Copyright © 2013
  • 13. RIA Results: A different level of service: • Saves an $8M account • Locks the 2nd generation into our guy, and • Closes the door on the competition www.InKnowVision.com All Content Copyright © 2013
  • 14. We help successful RIA’s: • • • • • Land more & better clients Charge new & bigger fees Systematically create raving fans Own their market place, and Blindside the competition www.InKnowVision.com All Content Copyright © 2013
  • 15. 715 Enterprise Drive Oak Brook, IL 60523 What would you like us to do? (630) 596-5090 www.InKnowVision.com @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate Google+ Y - N - TIO For more information contact Greg Maddox Greg@ikvllc.com 630.470.6482 Thank You! All Content Copyright © 2013