• Episode 171: Creating a Better Client Experience with Independent RIAs

  • Sep 11 2024
  • Length: 17 mins
  • Podcast

Episode 171: Creating a Better Client Experience with Independent RIAs

Listen for free

View show details

  • Summary

  • Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor. Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere. Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don’t have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services. Listen to this insightful RIA episode with Lisa Hutter about creating a better client experience with independent RIAs. Here is what to expect on this week’s show: - How creating deep relationships with your clients is an important part of comprehensive financial planning. - Why having in depth conversations is vital and allows financial planners to focus more on their clients goals and less on investment performance. - How providing excellent customer service leads to getting more clients through referrals. - How being an independent RIA allows you to freedom to work with any client and to provide tailored financial planning without extra fees. - How the ability to offer unique and creative investment strategies differentiates IronOak Wealth from other firms. Connect with Lisa: Links Mentioned: ironoakwealth.com lisa@ironoakwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Show more Show less

What listeners say about Episode 171: Creating a Better Client Experience with Independent RIAs

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available