New Factory Thinking:
Innovating Financial Advisory for Growth and Success
IFB Member: $18
Non-Member: $23
This presentation introduces financial advisors to “New Factory Thinking,” a strategy designed to move beyond traditional financial services by embracing innovation and creating new value. It explores methods to expand a financial advisory practice by attracting higher-quality clients, increasing profitability, and improving efficiency. The session highlights the importance of continuous reinvention, adapting to evolving client needs, and leveraging advanced technologies such as AI and augmented reality.
By adopting New Factory Thinking, advisors can transition from a product-centric model to a value-driven hub, offering a broader range of services—similar to platforms like Apple or Amazon. The goal is to help advisors build their ideal practice by developing high-margin services and establishing a virtual platform that generates passive income. This approach aims to significantly enhance earnings, reduce work hours, and create a more fulfilling, future-ready business.
IFB Members:
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