The New Factory Thinker 2030
IFB Member: $18
Non-Member: $23
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently.
This presentation emphasizes the need for continual reinvention, adapting to clients' changing needs, and leveraging cutting-edge technologies like AI and augmented reality. By adopting New Factory Thinking, financial advisors can move away from a purely product centered approach to a value hub model, offering a wider range of services that meet client needs, similar to platforms like Apple or Amazon. The goal is to help advisors create the financial advisory practice of their dreams by developing new, higher margin offerings and building a virtual platform that can generate passive income. This approach aims to significantly boost income, reduce work hours, and create a more rewarding and future focused practice.
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