Innovating Wealth Management Services Through Technology and Strategic Growth

The chapter delves into leveraging technology to enhance efficiency within a financial advisory firm, emphasizing a growth strategy that evolves wealth management to offer a comprehensive range of services in-house. It discusses the launch of a new service called steelpeak tax consulting and the importance of providing investment and tax planning under one roof to meet evolving client needs. The conversation also explores recruitment strategies, firm growth through mergers, acquisitions, and education of advisors, along with the decision to sell a minority stake for capital.