Subjects: PDT, FVT
Live Oak Bank, FourPointe Consulting and FiComm Partners Combine Expertise, Show Financial Advisory Firms Clear Path to One Billion AUM
LOS ANGELES, March 22, 2018 /PRNewswire/ -- Live Oak Bank, FourPointe Consulting and FiComm Partners announced a new joint workshop series today: INVINCIBLE: The Most Direct Path to $1 Billion (in Assets Under Management). Led by Jason Carroll, Angie Herbers and Megan Carpenter, respectively, the immersive day-long sessions will feature a range of topics, takeaways, networking opportunities and real-time business assessments carefully constructed to make a major impact on any advisory firm immediately.
The inaugural event will kick off in San Francisco, on May 9th, at the Bridges Golf Club, followed the next day, May 10th, in Portland at the Hyatt House Portland/Downtown. Registration is now open and is accessible here.
"The alarm bells are ringing from every corner of the industry," says Carpenter, CEO, FiComm Partners. "From Cerulli studies, to industry publication studies, to bloggers like Michael Kitces studying and reporting on the studies, to industry icons practically shouting at advisors from the stage at every significant conference ? efficiency and scale are imperative for advisors that want to be relevant and remain in control of their businesses. Unfortunately, not enough sub-$1B AUM firms are running a business from a position of power. INVINCIBLE is built specifically for this need."
Herbers, CEO, FourPointe Consulting, adds: "When growth slows down or stops moving altogether, it can be extremely frustrating, and disheartening for owners. Separately, when Megan and Jason and I work with advisory teams to solve challenges, we can make a meaningful difference ? but when we join forces? These sessions will be the growth catalyst firm owners have been longing for."
Carroll, Live Oak Bank's investment advisory team managing director, will kick the event off by offering his perspective on the state of the industry and insight into creating a successful trajectory as an independent advisor. "All firms are different, have different drivers, people, philosophies," says Carroll. "We're looking to help the ones who want to build a sustainable, competitive, successful business for many years to come."
This workshop continues with a "Readiness Assessment" and peer group discussion. Herbers will then present a highly detailed "Path to $1 billion in assets" plan complete with downloadable takeaways. Carpenter then takes the stage to lead the room through a branding exercise. And all of this is before lunch. After lunch? Executive coaching, marketing plan development, valuations explained and a take-home checklist to keep participants on track.
Agenda Highlights (thought leader focus):
- Live Oak Bank ? Industry overview, firm readiness assessment, valuation exercise/optimization, inside tips on how firms are assessed, determining "capital readiness"
- FourPointe ? 8 keys to effective practice management, the true role of the C-suite, billion-dollar success stories/case studies
- FiComm Partners ? Creating a meaningful brand identity, how to build a functional marketing plan
The workshops are designed to offer the most benefit to advisory firms between $100 and $750M in AUM, but firms of any size are welcome and will learn something valuable to take away with them.
Carpenter concludes: "All of us are 100% invested in the continued growth of the industry, and the advisors in it. We look forward to helping them build INVINCIBLE businesses."
To register, please visit: https://www.angieherbers.com/invincible
About Live Oak Bank
Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc. (Nasdaq:LOB), is a digitally focused, FDIC-insured bank serving customers across the country. Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation. Since 2012, Live Oak Bank has been the pioneer lender in the investment advisory industry, lending more than $580 million in financing to independent advisors for working capital, succession, acquisition and more. To learn more, visit www.liveoakbank.com/ia.
About FourPointe Consulting
FourPointe Consulting guides independent financial advisors to long-term, scalable growth by creating and executing customized growth strategies. FourPointe's founder, Angie Herbers, has advised more than 600 financial advisory firms and businesses ranging in size from $350,000 in revenue to over $100 million in revenue over the last 16 years. Herbers is also a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor and a frequent speaker at industry conferences. Investment Advisor named Herbers one of the "Top 25 Most Influential People in the Advisory Industry" in 2007, 2013 and 2015. To learn more, visit www.angieherbers.com
About FiComm Partners
FiComm Partners develops winning financial communications strategies through a balanced approach that fuels growth, adds value, and helps set our clients apart. We achieve this by expertly blending the art of expression with the science of proven processes to deliver unique messages in an impactful way. We begin with strategic messaging and a well-crafted communications plan, and offer public relations, content marketing, and brand development services. Our clients are independent financial advisors as well as fintech companies, asset managers, consulting firms and other service providers to advisors. We help them communicate more effectively with the media, their partners, and with the people that matter to them the most - their clients. To learn more, visit www.ficommpartners.com
SOURCE FiComm Partners
These press releases may also interest you
|
News published on and distributed by:
