With that in mind, John Furey, principal and founder of Advisor Growth Strategies, which is a Phoenix-based wealth management consulting firm, says advisors need to engage in strategic planning to address staying competitive and sustaining growth.
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The registered investment advisor channel is growing at a rapid clip, but it faces a host of challenges, including regulatory uncertainty, robo-advisors, and a shortage of new talent. So reports Financial Advisor.
With that in mind, John Furey, principal and founder of Advisor Growth Strategies, which is a Phoenix-based wealth management consulting firm, says advisors need to engage in strategic planning to address staying competitive and sustaining growth.