Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)
What does it take to revolutionize the financial advisory landscape?
In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry.
Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic growth in financial advisory services while sharing his thoughts on the importance of organic growth, leveraging data-driven platforms, and transforming advisor-client relationships.
Episode takeaways are:
- Tom’s journey from a corporate role to entrepreneurship with Practice Intel
- The value of focusing on organic growth and client relationship quality in the financial advisory industry
- The transition from sales-oriented advisory practices to advice-centric approaches
- Utilizing data-driven platforms and decision sciences to drive advisor performance and client outcomes
- Overcoming challenges and embracing change as an essential part of growth and transformation in the industry
- And more!
Resources:
Connect with Tom Rieman:
Connect with Dr. Jordan A. Hutchison:
Connect with Shannon Spotswood:
About Our Guest:
Tom Rieman is the Founder of Practice Intel, an entrepreneur, and industry expert in strategic business development and advisor coaching.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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