Jul 1, 2022
On today’s episode, we are welcomed by two COO guests, Arron Price and Laura Furner. Arron is our reoccurring guest from FIG, while Laura is the COO at Alphastar Capital Management. We’ve heard a lot about the importance of culture, process, and workflow in this industry and we are going to discuss what both these leaders are seeing in their fields and how they are optimizing their businesses.
As an operations leader, both Aaron and Laura have seen the importance of scaling their business and finding efficient workflows that work for them, their team, and their clients. With the current job market, it’s essential to keep our teams cohesive and content through our practices and culture. We’ll explore the future of the RIA model, technology, and the future of advising on today’s show.
Listen for these key points:
2:18 – Welcome Laura
3:56 – Refresher on FIG
5:44 – Operational changes
7:51 – How Alphastar helps advisors affiliate
9:41 – The future of RIA technology
11:09 – The future of financial advising
12:37 – Closing the gap from the execution side
14:54 – Planning for the next generation
17:44 – Having connected relationships
19:10 – Extreme focus on leadership and alignment
21:07 – Common insurance questions coming in
24:39 – Multiple industries coming together