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Joe Pine: Navigating the New Transformation Economy | Holistic Guide

From Experiences to Transformations: The Future of Value Creation.

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With Rory Henry
The Holistic Guide to Wealth Management

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When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences.

But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.

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Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become. READ MORE →

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Who Is Your Ideal Wealth Management Client?

portrait of Kelly Waltrich
Waltrich
 Kelly Waltrich is the co-founder of Intention.ly, a leading marketing consultancy to fintech and finserv companies.

You’ll need to market, but set business goals first.

By Kelly Waltrich
The Holistic Guide to Wealth Management

For CPAs, offering holistic wealth management services can be a game changer for your practice. These services are a clear opportunity to provide top-notch guidance to clients while fueling additional revenue streams.

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But let’s be real – simply hanging out a “wealth management” shingle won’t cut it in an industry in which competition is abundant, and differentiation is key. Making your clients and prospects aware of your expanded offerings, and growing your business as a result of those offerings, requires a much more targeted approach.
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Seven Keys to Maintaining Trust

portrait of Julie Johnson
Johnson
 Julie Johnson, CIMA, CFP,  is the founder and chief engagement officer of XY Communication and a former senior vice president with UBS. She helps financial professionals to increase engagement with existing clients, prospects and peers by improving their ability to communicate, connect, and build trust and loyalty.

Yes, with your clients, but also with your team.

By Julie S. Johnson
The Holistic Guide to Wealth Management

The Insurance Network for Fiduciary Advisors reported that 96 percent of clients are looking for wealth transfer advice from their advisors while they’re still alive, but fewer than one in four (25%) of financial professionals provided it to their clients.

Why is there such a disconnect?

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So many financial professionals have told me it’s not their job to hold clients’ hands during the emotional challenges of death, divorce, inheritance. “They hire us to take care of their financial goals and challenges, not be their therapist,” advisors tell me again and again. This comment, and multiple variations of it, are what I hear often after speaking or writing on this topic.

That disconnect is your opportunity as a CPA!
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Four Keys to Exit Planning for Your Clients

portrait of Christine Nicholson
Nicholson
 Christine Nicholson is an award-winning U.K. business mentor, a Top 50 Woman in Accounting 2020 honoree, and a regular keynote speaker about succession and exit planning. Her latest book, SELL IT, helps entrepreneurs with the hardest part of their journey: leaving their business in the hands of others.

How to guide them to success.

By Christine Nicholson 
The Holistic Guide to Wealth Management

Have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? How many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? And how many do you believe are fully prepared for that transition? Not many, I suspect. This is where your role in exit planning comes into play.

 

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Exit planning is a strategy for business owners to transition their business successfully to new ownership or management. With a grasp of the business’s financials and years of insights from compliance services, accountants are perfectly positioned to engage business owners in many aspects of the exit process. You can help businesses prepare a comprehensive exit strategy, addressing all potential challenges and contingencies. Here’s how you can really make a difference.
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