[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.
Due to financial markets being hit by multiple shocks and major downturns, financial services budgets for operational and sales/marketing activities will continue to be scrutinized ever more severely over the next few years.
This year’s Schwab IMPACT 2022 conference returned to an in-person format for the first time in two years due to COVID and hosted 5,000 live attendees at the Colorado Conference Center, with somewhere around 2,500 of those attendees being advisors
Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners