Practice journey

Enhancing service

Succession planning

Growing through acquisition

Grow advisory business

Refining roles and responsibilities

Inventory management

Discovery/ re-discovery

Forming a team

Client segmentation

Business risk management

Client segmentation

Advisors typically think they manage

Inventory management

Research has shown that advisors who have outsourced 50-89% of their assets under management, gained back an extra 7.7 hours a week.

Grow advisory business

Delivering to your clients the things they value most through deep discovery and engagement

Enhancing service

Whether you’re joining, forming, or working to build a high-performing team, we can help as you navigate teaming decisions in your practice!

Forming a team

Business risk management

Advisors who go deeper and get to the heart of a client’s priorities, who have the ability to bring a human touch to the relationship, will not only go a long way in helping their clients achieve greater financial outcomes, but will grow their business, and gain market share from advisors who do not do this work.

Discovery/re-discovery

of teams surveyed said they were affected within past 12 months by a “bad” hire

Refining roles and responsibilities

The #1 way advisors grew their practices last year was through Market Performance Have you embraced a Growth Mindset?

Growing through acquisition

73% of advisors said they had no plan in place for the succession of their practice, or their own retirement.

Succession planning

Optimizing your time and practice, ensuring you are doing the right things with the right people

Regulation Best Interest, along with a sea of changes across the advisory industry suggest that the cornerstones of a successful advisory business are likely to look different in the future. ARE YOU READY?

Watch video on client segmentation

Listen to recording

Contact your regional team

Watch video on enhancing service

Download the assessment

Listen to recording

Watch video on client discovery

Contact your regional team

Watch video on succession planning

Client segmentation is foundational to all future work on the practice

How many CUSIPS do you manage? How many hours do you spend doing it?

Consider streamlining your solutions

What would you do with that time? We can help!

Transitions service guide Investment proposals Transition service scripting guide Customized transition potential report

Resources

Transition services for advisors Download the case for models 1-pager Download streaming client solutions 1-pager

Resources

150

unique investment products

They actually manage

450

Reset

YET ONLY

67%

56%

have formalized job descriptions

Contact our regional team

Resources

Custom business analysis Practice assessment Growth oportunities guide Target market guide

Resources

Time and capacity analysis Skills and time analysis Tracking systems Accountability management and communication

Resources

Discovery tools Women in investing Client engagement roadmap Family wealth planner

Resources

Team readiness assessment Helping my team during uncertainty 1-pager

Resources

Effective client reviews Client conversations center Download client discovery 1-pager Download simplify to execute

Resources

Other resources available through your Russell Investments regional team

Optimize

Evolve

Revolutionize

Case for models 1-pager Streamlining client solutions 1-pager Transition services for advisors Tax management tools

Team formation and readiness Expanding a team Team structures Team capacity analysis Refining roles and responsibilities Team meetings best practices Managing teams during uncertainty Team dynamics

Client conversations center website Effective client reviews website

Clear roles and responsibilities is an indicator of a high performing team

Practice of the future framework 10 growth opportunities during challenging times Women may be your most important growth market Unlocking generational wealth

Roles and responsibilities guide

Contact your regional team

Reset