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Newest Action! magazine covers AI in wealth management and organic growth tips for advisory firms

Philadelphia, November 1, 2023 –

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.

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.


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