Clients and Results

ARG Members Say

"ARG does a great job researching the details and present them in useable well written format. I like that there are no distracting ads, no redundancy, and the added tools and client ready content makes this service a must have for anyone looking to grow their practice"


Neil Bergen, CFP® | CERTIFIED FINANCIAL PLANNER®

NO ADS, NO REDUNDANCY, NO FLUFF

"ARG provides me with every marketing communication piece I could ever use while keeping me up to date with issues that actually matter.  The relevance of their topics and tools is strengthened by the fact that they actually produce their content solely based on client feedback and request."


John Ardill, CFP, President/Retirement Specialist

THERE IS NO BETTER VALUE!

"There is so much information out there these days that having ARG is like having a one stop shop for all my information needs. 

Whether it is editable content for my newsletter or better practice management in working with clients they have you covered."


 

Zena Amundsen CDFA, CFP Astra Financial Services

MARKETING TOOLS AND STREAMLINED INFORMATION IN ONE PACKAGE

 

Who ARG Helps

Rookies

Over 80% of Advisors fail in the first 4 years, this is an industry embarrassment that leaves their clients exposed to additional risk.

There are many reasons for this high rate of failure; poor hiring decisions, insufficient financial resources for the Advisor to survive, inappropriate expectations, but mostly it is the lack of "real" support for those learning their craft.

ARG provides practical tools and advice to allow Rookie Advisors to prioritize their efforts and activities to monetize their client results for themselves.

The focus for Rookie Advisors is Client Acquisition, ARG provides the tools to gather assets and investors efficiently.

Advisors

Once Rookies are over-the-hump, and have established themselves, ARG can help them thrive, not just survive.

Typically, Advisors get a little stuck.  They have survived, but now struggle to grow.  Urgent tasks have been replaced by important activities and programs, staff perform many of the duties formerly executed by the Rookie. What should Advisors spend their time doing?

The focus has shifted from Acquiring Clients to Engaging with investors to gather additional assets, expand within their family, deepen the relationship with additional services, and manage their business properly.

ARG tools and templates allow Advisors to spend more time face-to-face with their investors, and expanding their practice.

Senior Advisors

At some point every Advisor exits the business, often turning it over to a junior Advisor who has been working in the Practice.

After a career of hard-work serving hundreds of clients, it is time to maximize the value of your business before you sell it.

Any stagnating growth in investor numbers or Assets Under Management must be reinvigorated, the client-base should be sanitized, systems refined, relationships and income solidified.

A successful program utilizing ARG resources, research and tools can significantly raise the value of your Practice, if you start early enough and pull the right levers.

Managers

Each Advisor is at a different stage of their career and at different levels of success and maturity.  Each Advisor requires unique guidance from their Manager.

Manager success rests on the success of their Advisors, and removing all barriers to their failure is an important element.  Our resources make it easier for Managers to aid Advisors in engaging with clients by communicating more often, and more effectively.

ARG provides an efficient bi-weekly release of the most pertinent information and trends, written economically, incorporating practical tools, and investor versions to speed the communication of information in a format and language that they understand.

Rookies - Building your Book

Acquire
New
Clients
Engage Existing Clients
Grow
Share of
Wallet
Comply w/
Legislation &
Regulations
Optimize
Your
Practice

Overall
Score

Advisors - Managing your Growth

Acquire
New
Clients
Engage Existing Clients
Grow
Share of
Wallet
Comply w/
Legislation & Regulations
Optimize
Your
Practice

Overall
Score

Senior Advisors - Growing Practice Value

Acquire
New
Clients
Engage Existing Clients
Grow
Share of
Wallet
Comply w/
Legislation &
Regulations
Optimize
Your
Practice

Overall
Score

Managers - Guiding the Firm

Acquire
New
Clients
Engage Existing Clients
Grow
Share of
Wallet
Comply w/
Legislation &
Regulations
Optimize
Your
Practice

Overall
Score

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