Reaching New Heights: A Client-Centric Approach to Strategic Growth-Reaching New Heights: A Client-Centric Approach to Strategic Growth

Video Transcription

Video Summary

Pharoah Calix introduces Gretchen Halpin, the co-founder of Beyond AUM, a growth, marketing, and technology agency serving financial advisory firms. Gretchen's focus is on accelerating and guiding organizational growth in a positive and sustainable way. She presents a client-centric approach to strategic growth called "Reaching New Heights." Gretchen shares her background in technology and how she got into the financial advisory space. She emphasizes the importance of understanding clients beyond their AUM numbers and the value of providing fiduciary financial advice. Gretchen discusses the need for advisors to think from their client's perspective and understand their needs, emotions, and decision-making processes. She highlights the value of developing personas for ideal clients and understanding their influencers, communities, dependencies, and peers. Gretchen advises advisors to align their value proposition with their client's needs and emotions, which will guide their messaging, onboarding process, knowledge sharing, and business development activities. She encourages advisors to conduct a SWOT analysis to identify areas of improvement and create actionable steps to enhance their client experience. Gretchen concludes by stressing the importance of adopting a client-centric approach in all aspects of an advisory firm's planning and operations.

Keywords

Gretchen Halpin

Beyond AUM

growth

marketing

technology agency

client-centric approach

fiduciary financial advice

SWOT analysis

client experience