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Innovation Helps Grow Financial Advisory Firms

By Bill Sowell

Sowell Management embraces innovation. We strive to do things better – seeking opportunities to continuously grow our business alongside our financial advisor partners. A quick way to leap forward is bringing innovation to life with the use of tools and technology. Not just “any” technology – but one that easily integrates with the advisors’ daily tasks and their customer journey. The goal? Making tasks more efficient for our advisors. 

That’s why Sowell Management is rolling out our newest initiative, FLEX Connect, our end-to-end technology solution that empowers financial advisors through every stage of the wealth management life cycle. The solution streamlines how advisors do business with Sowell and their clients – reducing the time advisors spend on day-to-day tasks. Our cloud-based platform allows advisors to manage their practice all in one place. It provides proposal generation, account opening, investment research, branded reporting, account services, a client portal and portfolio management – in a single solution. And our advisors manage, trade and rebalance client portfolios choosing any combination of portfolio options. 

It’s exciting to bring this platform to life. We value the change that spurs growth. Whether it’s something like utilizing FLEX Connect, or any other tool that modernizes the way your financial advisory firm does business. We say go for it. 

Bill Sowell, our firm’s founder, has consistently focused on innovative ways to streamline business processes and sought out tools to help us do just that. As an advisor he knows all too well the power of streamlining to support growth. Because of that, Sowell Management has grown consistently for more than two decades. Bill has always believed that innovation (working alongside true partners) increases efficiency, allowing advisors to serve more clients effectively. Automation of routine tasks frees time for meaningful interactions with clients. And Bill – and Sowell Management – value relationships above all else. Below, Bill offers five reasons your firm should welcome modernization – and why. 

Ready to partner with an innovative RIA that will help your firm innovate and grow? Schedule a call today.

Bill’s top five suggestions for where to focus your firm’s efforts to spur innovation and growth:

#1 Tailor Technology: Clients today expect personalized, convenient and technologically advanced services. They are accustomed to seamless online experiences in other areas of their lives and expect the same level of service from their financial advisors. The latest technology allows advisors to streamline processes, enhance decision-making and provide better recommendations to clients.

#2 Personalize Properly: Innovation allows advisors to tailor their services to each client’s unique financial goals, risk tolerance and preferences. Personalized advice enhances the client-advisor relationship and fosters trust.

#3 Deal in Data: Innovation enables financial advisors to gather and analyze vast amounts of data about their clients, the markets and investment options. Data-driven insights can lead to more informed decisions and better outcomes for clients.

#4 Respect Regulations: Compliance and regulatory requirements in the financial industry are constantly evolving. Modernizing helps advisors stay compliant with changing regulations by utilizing tools that ensure accurate record-keeping, reporting and transparency.

#5 Communicate Collaboratively: Modern communication tools enable advisors to engage with clients through a variety of channels including social media, video calls and online messaging. This helps advisors stay connected with clients and provide timely updates and insights. It also facilitates remote collaboration with clients, which has become almost mandatory in today’s world. 

Bill’s Bottom Line: 

Finding innovative solutions that give Financial Advisors back the gift of time. Time to work with your valued clients, be visionary – strategizing and planning to grow your business. At Sowell Management, FLEX Connect is one platform that is streamlining almost every process a financial advisor touches – and it’s all in one place. As an RIA that values staying ahead of the curve, we naturally draw in clients who share our vision. We have a growth mindset and stand ready to take our clients to the next step, through FLEX Connect and with a multitude of other services. 

This website blog is published and provided for informational and entertainment purposes only.  The information in the blog constitutes the content creator or guest blogger’s own and it should not be regarded as a description of services provided by Sowell Management. The opinions expressed in the blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. It is only intended to provide education about the financial industry.  The views reflected in the commentary are subject to change at any time without notice.

BLOG DISCLOSURE: This website blog is published and provided for informational and entertainment purposes only.  The information in the blog constitutes the content creator or guest blogger’s own and it should not be regarded as a description of services provided by Sowell Management. The opinions expressed in the blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. It is only intended to provide education about the financial industry.  The views reflected in the commentary are subject to change at any time without notice.

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