Giving every client great service doesn't mean giving every client the same amount of your time. In fact, treating every relationship the same is most likely holding your business back.

In this episode of Advisor Turntable, Brendan Ryan sits down with Michelle Fuller, Head of Strategy and Operations at Bartholomew & Company, a $6 billion RIA, to discuss how advisors can uncover growth opportunities within their existing client books and build more scalable businesses.

Topics include:

• Segmenting client relationships by revenue, complexity, growth potential, and service needs
• Tailoring service levels without sacrificing the client experience
• Building specialized teams that allow advisors to focus on their strengths
• Using AI and technology to streamline operations and reduce repetitive work
• Creating enterprise value by building a business that's less dependent on any one individual

The conversation also explores why advisors need to spend more time working on their businesses, not just in them, and how the right infrastructure can support growth without sacrificing the personal relationships that make independent advice valuable.

For more information on advisor partnership opportunities with Bartholomew & Company, please visit https://www.bartandco.com/advisor-opportunities or reach out to Michelle directly at michelle.fuller@bartandco.com

This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.

The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.

Some of our podcast guests may be clients. There was no compensation exchanged for their participation.

How much can a risk questionnaire really tell you about a client’s risk tolerance?

Brendan Ryan talks with Paul Binnion of VestGen Investment Management about time segmentation and profit harvesting—two concepts they use to help insulate retirement plans from market risk and clients from emotional decisions.

They also discuss why retirement planning should account for when clients will need different portions of their wealth, not just how much risk they’re willing to take.

This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.

The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.

Some of our podcast guests may be clients. There was no compensation exchanged for their participation.

Talking about money with family can be uncomfortable. But these conversations can prevent problems, strengthen family relationships, help clients enjoy their wealth while they’re alive, educate younger generations and deepen the advisor’s relationship with the whole family.

In this episode of the Advisor Turntable Podcast, Brendan Ryan talks with financial advisor Traci Garnett-Froscheiser about how she makes family financial conversations a regular part of her practice.

They discuss:

• Simple ways to bring family and estate conversations into annual client reviews
• How advisors can serve as the “quarterback” between clients, attorneys and tax professionals
• What families should—and don’t necessarily need to—share about their finances
• Why “fair” and “equal” aren’t always the same when passing down wealth
• How working with clients’ children early can build financial literacy and stronger multigenerational relationships

With one of the largest generational wealth transfers underway, its never too early to get the next generation involved.

Traci also wrote a 3-part blog series on this topic. Read it here.

This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.

The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.

Some of our podcast guests may be clients. There was no compensation exchanged for their participation.