Advisor Resource Council

🌟 Reflecting on an Incredible Day at the ARC Advisor Circle Conference! Last week, ARC advisors from across the country gathered in Dallas for an inspiring day of thought leadership, connection, and strategic insights. From an insightful market update from LPL Financial, to better understanding our clients and powerful advisor panels, the conference was packed with invaluable takeaways. Our sessions covered everything from succession planning, to using cutting-edge technology and AI, empowering advisors with tools to elevate client experiences and drive growth. And, of course, the day was filled with chances to connect, share, and learn together. A heartfelt thank you to all attendees, speakers, and partners for making this ARC event one to remember. Here’s to the continued success of our advisor community, fueled by exceptional resources, collaborative wisdom, and a shared commitment to excellence!

What separates a cutting-edge advisory firm from an average one? According to Broadridge's 2024 Digital Transformation & Next-Gen Technology Study, it’s how aggressively they invest in digital transformation. The study found leading investment advisors are three times more likely than non-leaders to have already implemented advanced stages of these key digital strategies: → Modernizing core IT platforms → Implementing AI-driven data management → Utilizing tech automations to increase efficiency Is your firm falling behind? Let the experts at ARC help you implement proven technological solutions to streamline your practice and pull ahead of the pack. With advanced resources typically available only to large-scale firms, you can set yourself apart as an unbiased, independent advisor who harnesses the best of both worlds for your clients. 👉 Learn more: https://loom.ly/_tURrwI Source: https://loom.ly/X70pHZ4

Are You Ready to Transform Your Communication Skills as an Independent Advisor? In today's competitive world, communication isn't just important - it's you secret weapon. In our latest episode, we reveal three must-know strategies that will elevate your communication game and set you apart! ✅ Master the art of crafting narratives that captivate your audience ✅ Harness your unique perspective to shine brighter than the competition ✅ Implement actionable insights that will take your client interactions to the next level Don't miss out on these powerful tips to help you stand out and connect deeply with your clients. Tune in now! 👉 Watch the video here: https://loom.ly/w0v49ok

Thinking About a Book Transition? Here’s What You Need to Know: Transitioning your book of business is a pivotal move—one that can shape the future of your career, but it doesn’t have to be overwhelming. In our latest video, transition specialist Teresa McCandless shares her expert guidance on how to make this process as smooth as possible: 🔹 Preparing Your Book for a Seamless Transition 🔹 Effectively Communicating Changes to Clients 🔹 Navigating Compliance with Confidence Whether you're planning to go independent, sell your practice, or join a new firm, these strategies will set you up for success. 🔗 Don’t miss out—watch now and start your transition journey with confidence. 👉 Watch the video here: https://loom.ly/TFe6M0U

Boost Your Take-Home Income Without Burning Out Looking for a way to significantly increase your earnings while staying focused on what you do best? Outsourced administrative support is the game-changer you need. High-performing solo advisors have seen their revenue skyrocket by hiring the right support. With the burden of administrative tasks lifted, you gain the freedom to focus on building stronger client relationships and delivering specialized services. ARC’s Centralized Administrative Services can help streamline your workflow, whether you need one-time support or ongoing assistance. It’s time to delegate, free up your schedule, and amplify your impact. 🔗 Get started today and see how outsourcing can elevate your practice. 👉 https://loom.ly/SrhXyDc

Forget keeping up with the Joneses– in today’s financial landscape, it’s all about keeping up with AI. The technological advancements and opportunities for AI implementation in wealth management are rapidly expanding. From basic financial planning services to tax-loss harvesting, the tools are only getting better. The challenge for financial planners is twofold. → Advisors who want to remain on the cutting edge of technology while lowering overhead through increased efficiencies will need to learn, adapt, and implement. → With the rise of technology and DIY options, financial planners need to show their unique value more than ever if they want to attract and keep clients. Read the blog to get ahead of the curve with these 5 tips for thriving in a digital landscape 👉 https://loom.ly/uOIx5kY

Feeling burned out but not ready to retire just yet? If the demands of your advisory practice have you drained, but you're not quite ready to hang it up, we’ve got the perfect solution for you—a lifestyle practice! Going independent means more freedom, more flexibility, and the chance to continue serving your favorite clients on your own terms In our latest video, we dive into how transitioning to a semi-retired, lifestyle practice allows you to: 💡 Set your own workload and schedule 🤝 Choose the clients you love working with 🏖️ Achieve that perfect work-life balance you deserve It's time to redefine retirement! Don't miss out - watch now! 👉 Watch the video here: https://loom.ly/jEINrdo

Early September marked the finalization of the Treasury Department’s new rule aimed at preventing criminal financial activity. The rule now includes some SEC-registered RIAs under the Bank Secrecy Act, which requires due diligence and reporting requirements. The goal? Preventing criminals from using financial planning services to launder money or invest illegally gained funds. So, what does this mean for you? RIAs will need to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism (AML/CFT) programs by January 1st, 2026. In short, your compliance department has its work cut out for it. However, thanks to ARC's compliance resources, you can avoid the hassle of implementing and overseeing these new regulations. Reach out to learn how our services can free you up to do more of what you love and less of what you don’t. 👉 https://loom.ly/ZyOTvlw

On average, tech-savvy firms have a 12% higher client growth rate and 2x the assets under management. Pretty impressive, right? The hours in your day won’t get any longer, but choosing and incorporating the right fintech can help you get more out of every minute. Technology can maximize more than your productivity. So, what kinds of technology typically have the best ROIs for independent advisors? According to industry expert Michael Kitces, three types of fintech give RIAs the most value: - Customer Relationship Management (CRM) platforms. Thanks to automated email sequences and segmented email marketing, you can get personal with minimal effort. - Financial Planning Software. Not only can the right software handle tedious tasks, freeing you up to spend your time where it will have the greatest impact (client interactions), but it can also streamline future business growth thanks to clearly defined work systems. - Portfolio Management Software. Options include features like automated compliance monitoring and communication platforms on top of tracking results and managing risk. Now, what if you could have it all and more in one place? Thanks to our exceptional resources, the right fintech is at your fingertips. All you have to lose is the overtime. Learn more: https://loom.ly/ttgkUdQ

Let’s talk about attracting top talent with remote staffing. Adapting, innovating, pivoting– in an increasingly digitized landscape, financial advisors can’t afford not to keep up. For RIAs looking to improve their productivity, boost employee satisfaction, and increase efficiency while reducing overhead costs, it’s a clear choice. However, attracting and hiring the right staff is not always simple. Here are some considerations: → Is your digital presence enticing? Scoping out your website and social media presence is one of the first things a remote candidate will do when applying to your firm, and a good first impression can aid advisors in attracting top talent. → Do you have a well-defined brand? More than a logo and tagline, your brand is the blueprint for client interactions, processes, and the “why” that ties together everything you do. As you look to incorporate remote staff, a brand that can be effectively communicated outside of your physical office is essential to attracting the right candidates and equipping them for success. → Are the job expectations clear? When creating a job listing, include the resources you’ll provide to remote employees and any stipulations regarding time zones and working hours on top of the usual details, like how many client relationships you expect them to maintain. Learn more about the benefits of remote staffing: https://loom.ly/91J1hU4