HomeWealth ManagementHow ‘ingesting from a firehose’ of tech modifications boosted advisor’s follow

How ‘ingesting from a firehose’ of tech modifications boosted advisor’s follow


“I’m the least techy particular person,” mentioned Nault. “So, it’s been a bit like ingesting from the fireplace hose from my perspective with all of the modifications they’ve made, however I’m tremendous proud of all of them. So, why not simply rip the band-aid off and get us to the place we should be?”

Whereas it took time to onboard with these, she famous that it’s been price it. It’s allowed her to extend her shopper communications and supply extra on-line seminars, which is attracting extra folks. However, it’s additionally saving her two hours a day, so she will work an inexpensive day.

“It been concrete in so many various methods and we’ve simply continued to develop our enterprise,” she mentioned, noting that her staff’s shopper base is 400 households with $200 in belongings underneath administration.

Nault, who has been with IG for 30 years and an advisor since 2005, took over her follow in November 2019, when it solely had $150 million in belongings. She’s grown her staff to 5 ladies specializing in retirement and property planning serving excessive potential and high-net price shoppers with a minimal $500,000 threshold and been capable of attain her $200 million objective regardless of markets.

She is happy that she embraced the tech, however she’s observed that not everybody within the business has.

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