Exclusive collaboration with Schwab Advisor Services showcases insights from its executives, practice management advice and inspiring profiles

AdvisorEngine^®, the financial experience company, released its latest edition of Action! magazine at Schwab IMPACT 2023^®, which includes a special supplement for event attendees created in collaboration with Schwab Advisor Services.

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AdvisorEngine's latest Action! magazine explores AI and growth tips for advisory firms, plus a special supplement from SchwabIMPACT® 2023. (Photo: Business Wire)

The supplement includes perspectives from Schwab Advisor Services executives, including Jon Beatty, Chief Operating Officer; Jalina Kerr, Managing Director, Client Experience; Alison Dooher, Managing Director, Digital Advisor Services; and Tim Oden, Managing Director, Business Development. The supplement also includes articles aimed at helping advisors with practice management challenges and inspiring profiles of Schwab advisors and employees.

“We are proud integration partners with Schwab, and I am excited for the opportunity to highlight some of the great thought leadership it creates for wealth management professionals,” said AdvisorEngine CEO Rich Cancro. “We’re committed to bringing forward the best practice management advice, tips and actionable templates for anyone looking to succeed in our industry.”

The Winter 2023/Spring 2024 edition of Action! magazine continues to bring together top thought leaders in wealth management and technology as a free resource for growing investment advisory firms.

On top of in-depth coverage of ongoing industry opportunities and challenges, such as increasing staff diversity in wealth management firms and helping advisors navigate successful careers, the latest issue includes special sections devoted to exploring two topics on the minds of many industry practitioners today: the impact of generative AI technology and the challenges of developing new organic growth.

“Many wealth management professionals want to understand how best to utilize generative AI, and they also want to know how to boost revenue growth,” said Action! magazine’s editor, Suleman Din. “We went beyond trend-level reporting to explain how to practically apply this emerging technology in their firms – and what evolving compliance demands they will bring. We also gathered advice from several industry experts to develop simple steps and templates any firm can adopt to help them nurture new growth for their firms.”

In this issue, Action! magazine founder Craig Ramsey contributed his own 2024 Planning Toolkit, which includes editable templates. Ramsey created the resources as part of a workshop with 40 CEOs and COOs. The content includes a draft management offsite agenda, business benchmarking template and metrics scorecard.

“Many wealth management firms do an excellent job of planning for their client’s financial futures but fall short when it comes to planning for their own businesses,” said Ramsey, who is also chief operating officer at AdvisorEngine. “The 2024 Planning Toolkit was designed to help leaders create an actionable annual plan that drives results.”

Included in the latest issue of Action! magazine:

• “How RIAs’ non-traditional hiring practices are creating a diverse talent pool in wealth management” provides case studies, tips and advice on how firms can diversify hiring.
• “How to structure your advisor service offerings” examines what RIAs can do to target the next generation of clients.
• “Digital marketing for financial advisors” presents case studies of firms using new tactics and technologies to expand their prospect outreach efforts.
• “How financial advisory firms can build a culture of volunteerism” a case study of one firm’s effort to support its community, with steps on how other firms can follow suit.
• “Why investors in 2023 are racing against time” Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the impact of interest rates and inflation on portfolios.

To download the Winter 2023/Spring 2024 edition of Action! magazine, visit https://www.advisorengine.com/action-magazine. To subscribe to the Action! newsletter, visit https://www.advisorengine.com/subscribe.

About AdvisorEngine^®

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. Its wealth management technology platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Capabilities include CRM, a portfolio management suite and a client portal.

Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration.

AdvisorEngine is a wholly owned subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter and Facebook.

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and approximately $1.4 trillion in assets under management as of September 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

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