Twenty years ago, the advisory business was a collegial affair with clear boundaries between banks, insurance companies, broker dealers, and independent RIAs. There was more than enough meat to keep everyone full. Today, segment distinctions no longer exist.
Competitive intensity is at its zenith. Your clients are a competitor’s delight and you must fight to keep what’s yours… and fight you must, against competitors with greater resources, bigger brands, and extensive market footprints.
Wealth Planning Consulting, Inc. (WPC) is a retainer and project-based professional services firm providing all types of wealth management organizations a distinct ability to compete on a high level. Each engagement has one overriding purpose: