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... 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?

Education Technology

Could The Next Decade
Be a
Game Changer?

(630) 596-5090

www.InKnowVision.com

All Content Copyright © 2013

@InKnowVision
InKnowVision, LLC
InKnowVision
TheComplexEstate

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

Will the future look like the past?

www.InKnowVision.com

All Content Copyright © 2013

The Good News &
The Bad News

www.InKnowVision.com

All Content Copyright © 2013

Blue
Ocean

Great
Market

1980’s

Change
Starts

1990’s

www.InKnowVision.com

All Content Copyright © 2013

2000’s

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

Over 19,000 RIA’s - 3 General Models

www.InKnowVision.com

All Content Copyright © 2013

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

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

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

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

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

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Jim and Jan are 60 and 52 respectively. Several years ago they started up a national sales and education business. After a few years getting the business off the ground and building their intellectual property, the capture of new markets and increased margins are generating rapidly increasing revenues and profits. As a result, they have recently been approached by a 3rd party buyer and it has motivated them to begin thinking about their business succession plan. Their eldest son has become very involved in the business, playing an ever increasing role in day to day operations, and would like to take the business over at some point. Their current net worth is approx. $22M with $20M tied up in the business. Until now, all of the profits were reinvested into the business to help generate their rapid growth. Jim and Jan feel they can finally afford to distribute some of the excess profits and begin to plan for their future retirement. The primary planning goals are to: - Build personal wealth outside of the business. - Create a business succession/transition plan. - Equalize the inheritances for their children. - Provide pathways into the business should their other 3 sons decide to participate. - Support their church and other community causes through charitable planning. - Protect the business and family wealth from estate taxes

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Attention RIA Owners - The Next Decade Could Be Painful

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Attention RIA Owners - The Next Decade Could Be Painful

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