Focused on the Future Creating a Client-Centric Wealth Management Firm with Tom Orecchio
In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.
Key points:
- The significance of personal connection in client relationships and the integration of digital advisory tools
- Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
- The role of technology in enhancing estate planning and the essentials of client preparation
- How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members
- The industry’s future disruptions and how AI provides opportunities for more personal advisory roles
Resources:
- Listen to Focused on the Future on WealthManagement.com
- Subscribe and listen to Focused on the Future on Apple Podcasts
- Subscribe and listen to Focused on the Future on Spotify
- The Net Positive Consortium in Wealth Management
Connect With Suzanne Siracuse:
Connect With Tom Orecchio:
- Modera Wealth Management
- LinkedIn: Modera Wealth Management
- LinkedIn: Tom Orecchio
- Email: tomo@moderawealth.com
About Our Tom Orecchio:
With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.