In this episode The White Report, Danielle White interviews Louis Retief, CEO and co-founder of Hubly, a process management solution firm that automates “behind the scenes” workflows to ensure that nothing falls through the cracks. In this way, financial advisory firms are always able to deliver on their promises to clients.
Retief expounds on the need for financial advisors to offer more comprehensive services to their clients. Offering specialized advice is another trend in the finance industry that wealth managers should embrace. This type of niche-based advising enables advisory firms to effectively serve specific groups such as tech employees, single mothers or even online gamers.
Retief goes on to discuss the importance of solving “people problems.” Sometimes these issues can pose more of a challenge than any business problems that might arise. An advisor’s ability to solve people problems can be the key to thriving as a in this industry: everything from back-office support staff to scaling teams to building effective leaders within the firm.
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