2018 Revenue Architecture Smart Book™ for Financial Advisors

Engage a Systematic Growth Program with 9 Proven Strategies.

FA Smart Book

Grow your firm!

  • Increase Volume:  Generate Incremental “Top-of-the-Funnel” Visits & Inquiries
  • Increase Value: Get Better Qualified Inquiries
  • Increase Velocity: Increase your Conversion Rate
  • Increase Revenue: Optimize Engagement for Revenue Impact.

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Therese Byrne

“The independent financial advisory market is at an inflection point amidst market disruptions: generational and wealth shift, longevity, new technology, Robos, and new ‘buyer’ realities. Add to that the confusion among potential clients distinguishing between brokers, FAs and RIAs, Robos, changing expectations (holistic vs. investment advice) and navigating fiduciary standards. These potential clients – the new “buyer” – also are now more empowered than ever with information at their fingertips. So how do advisors respond? .”

– Thérèse Byrne