Are you delivering what clients truly want?

In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.

Jack and Tom dive into:

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• (03:35) The core attributes clients truly value in their advisors and why they matter more than traditional metrics
  
  
• (09:23) How Practice Intel leverages client data to illuminate gaps and opportunities in your advisory practice
  
  
• (18:18) Insights on shifting from a sales-centric process to a client-centric, advice-oriented model
  
  
• (20:01) Strategies for delivering hyper-personalized advice through refined processes
  
  
• (28:18) The importance of data-driven performance management in elevating enterprise value and organic growth
  
  
• And more
  

Tune in for an insightful conversation that challenges the status quo and offers actionable steps to strengthen your advisory business.

Resources:

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• Winning at the Intersection of Annuities and Wealth Management
  
  
• Transcript
  

Connect With Tom Rieman:

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• Practice Intel
  
  
• LinkedIn: Tom Rieman
  

Connect with Jack Martin:

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• LinkedIn: Jack Martin 
  
  
• InsurMark
  
  
• Contact Form
  

About Tom Rieman:

Tom Rieman, CPWA® has a career spanning over 25 years in wealth management with a background in field sales, training & development and data science. Tom brings significant expertise including asset management distribution, institutional consumer research and a deep understanding of the broker-dealer ecosystem with a focus on process and performance improvement. Before founding Practice Intel, Tom was Head of Wealth Solutions at J.D. Power & Associates, Executive Director of Practice Management at Brinker Capital, and Vice President of Learning and Development at J.P. Morgan Asset Management. Tom’s extensive experience also includes time in the field as a wholesaler and providing advisory services to high-net-worth clients. Tom is a respected speaker at national conferences and a valued contributor to Barron’s Advisor and other industry publications. He holds a master’s degree in Organizational Learning and a Certified Private Wealth Advisor® certification.