RIA Specialists
RIA Platform Building & Custody Strategy
Practice Management & Technology Advisory in a Fiduciary Lens. Most technology consultants do not adhere to a fiduciary duty, they are in the game to maximize billable hours. We operate on a Fixed Firm Price model and deliver technology advisory solutions (e.g,. CRM Platform Advice and CRM Due Diligence) through a fiduciary lens as an SEC Registered Entity
Since 2010, Future Advice has advised, established and built up RIA practice management solutions for nearly 4,569 RIAs (see here). On an enterprise (custody and clearing) perspective, Franklin has spearheaded and led innovations cross LPL Financial (with their CRM Salesforce strategy and implementation), TD Ameritrade institutional (with a custody sponsored CRM solution), creating tremendous value throughout the entire RIA industry. The track record extends to major portfolio management systems such as Orion Advisor (see here).
Future Advice helps RIAs establish truly material and differentiated practice management services that creates organic growth and supports inorganic growth (e.g., practice M&A). Our specialty ranges from in-depth CRM integration advisory to custody selection and planning-portfolio practice management solutions that helps grow AUM through organic efforts.
For financial institutions seeking to launch custody strategies, we help firms create unique innovations that grow custody & clearing solutions, inclusive of strategic M&A of enterprise platforms to establish a compelling custody platform.
RIA Practice Strategy
We help RIAs grow their practice organically through a cohesive client-centric practice management strategy supported by an integrated technology vendor “best of breed” solution that helps improve service workflows through a combined strategy that blends fundamentals from lean six sigma for service with integration outcomes (from CRM).
RIA M&A Consolidation Advisory
We support RIAs with portfolio management system migrations, and pre & post RIA synergy mapping & tracking to ensure earnings truly increase through the combination of practices.
Future Advice utilizes integration solutions (from AppCrown) to deliver true rep/advisor analytics and KPIs (applicable to CPAs).
RIA Advice Administration Including CRM Integrations
An RIAs decision on CRM is not a decision on CRM, it is a decision on practice management transformation. We help RIAs determine their practice management playbooks (if the CRM of choice is Salesforce) from implementation strategy to integration solutions (we solve all integrations with our partnership with AppCrown).
