Aaron Hasler, Managing Partner of SkyView, and Tony Stich, COO of NaviPlan by InvestCloud, sat down with Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services.
The value increase is magnified in M&A situations where the RIA or advisor has acquired another company that has yet to offer financial planning services to clients. As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.
