Page 29 - Investment Advisor - September 2023

Thought Leadership & Education

This live virtual training course delivers a five-rung approach support TD Ameritrade Institutional firms as they transition their
to attract and develop an elite team of financial advisors who can technology to Schwab Advisor Services. The series covered a range
run the business with or without the owner. It offers plans, appro- of areas these firms need to attend to during the conversion and best
priate levels of responsibility, effective team restructuring and practices to optimize their businesses during the transition period.
goals for growth, profitability and staffing. The program illustrates These areas include preparing your business for change, preparing
a career path with ladder rungs on which employees move up as for operational change, preparing your clients for change, preparing
they advance in their careers. your vendors for change and post-change areas to optimize.
The series has attracted interest from firms and advisors who
devoe & Company are navigating the murky waters of repapering and preparing for
In the last year, DeVoe & Company devel- a similarly big change. F2 considers this change as something
oped the DeVoe Growth Accelerator to to be embraced and viewed as an opportunity to implement
respond to the industry’s lackluster average 3% rate of organic improvements that may otherwise have been untimely or viewed
growth. This is a “study group on steroids” designed to help RIAs as nonessential.
develop sustainable, accelerated organic growth. DeVoe also con-
ducted industry research that resulted in the publication of “The FiComm Partners
Heart of the Deal” whitepaper, which delved into the softer side of FiComm Partners is a full-service communication
a transaction through both quantitative research and discussions agency that partners with RIAs to promote mean-
with recent sellers about their emotional journey. ingful business results through strategic market-
DeVoe’s 2022 RIA Talent Management Study assessed the effect ing, public relations and advisor education. The
of the Great Resignation and took a deep look at culture. And its firm has built a 12-month coaching program, Advisor Marketing
2022 RIA M&A Outlook Survey found a broad consensus among RIA Bootcamp, to address the industry’s need to help advisors drive
advisors that RIA M&A activity and valuations will decline in 2023. organic growth with a digital-first approach to their marketing.
This solution provides scalable education, resources and coaching
F2 strategy to advisors who are not yet ready for an agency-level investment in
In March 2023, F2 Strategy released an their marketing support, and removes barriers to entry in learning
independent five-part Insight Series to and implementing proven marketing principles.

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September 2023 Investment AdvIsor 27