POWER

Your Growth Journey

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Thanks for connecting with us at Future Proof Citywide. We help RIAs like yours determine the best uses for technology and marketing in enabling
stability, security, and growth.

Jaci Stanton, Managing Director

Where are you now and where do you want to go?

Understanding your current state is the first step in addressing your pain points and investing in the right solutions to drive growth. Find your AUM (Assets Under Management) range below:

< $4B
RIAs at this stage are growth-focused, have a desire for freedom and are driven by technology and digital opportunities.

Technology and Marketing Themes
  • Requires basic/standard tools for portfolio management & reporting, CRM, financial planning, compliance
  • Heavily depends on custodian
  • Rely on out-of-the-box solutions and vendor supported point-to-point integrations
  • No centralized data strategy
  • No internal analytics/BI reporting
  • CEO is fragmented; multiple roles
  • Gap in lead generation
  • Relies on mass-produced content
  • Little to no marketing strategy outside of foundational materials
  • Low interest in outside money
  • Ready to break and/or losing interest in custodial partner
$4B TO $15B
Firms at this stage are revenue -ocused. They’ve reached an inflection point in their growth where they need to sell or rebuild. They need capital to fuel growth and often become the target of aggregators.

Technology and Marketing Themes
  • Requires better tools for portfolio management & reporting, CRM, financial planning, compliance, with access to Turnkey Asset Management Program (TAMP)
  • Has 2-3 custodians
  • May have more complex integrations/ automations
  • No centralized firm data strategy; data is owned by vendors
  • Needs enhanced tech resource(s) to support CRM, reporting, and complexities of vendor tool(s)
  • Growing interest in minority or majority capital stakes
  • Frustrated with billing software
  • Needs mature branding; maybe require a website rebuild
  • Need diversified lead generation strategy
$15B TO $25B
These RIAs are valuation-focused and want to invest in technology / digital. They are often operationally strained.
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Technology and Marketing Themes
  • Requires best-in-class tools for portfolio management & reporting, CRM, financial planning, compliance with useful data strategy & insights
  • Has self custody/clearing or is custodian agnostic
  • Growing technology and integrations, seeks a seamless advisor/client experience
  • Centralized firm data strategy
  • Data may or may not be owned
  • Needs enhanced tech resources to build integrations, data, and UX
  • Needs robust messaging and nurture strategies
  • Relies on third-party marketing resources and talent to complete marketing initiatives and support advisors’ needs
  • Investing in “popping” valuation
$25B TO $50B
Large RIAs are EBIDTA-focused. Their owners are usually older and seeking succession planning support. They are building single platform.
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Technology and Marketing Themes
  • Buys or builds best-in-class tool; has negotiating power
  • More likely has self-custody/clearing or to be custodian agnostic
  • Robust integrations and workflows to optimize scale
  • Centralized firm data strategy; data is an asset
  • Needs digital advisor and client experience for recruiting and sale
  • Has strong marketing strategies for both prospective client and advisor audiences
  • Has invested in expanding both in-house and external marketing talent to reach growth goals
  • Aging CEO base; exit and succession planning focused

BUILD

a Roadmap with a Trusted Partner by Your Side

Growing your RIA is a journey that often requires a guide. For dozens of RIAs, F2 Strategy has been just that. We partner with you from strategy through execution, helping you streamline systems, understand where you’ll get the most value from technology (and where you won’t), and optimize your business for growth.

Our experts have real-world experience developing and implementing technology and marketing strategies. We’re with you well into the future so that you know that you have the right resources for future hurdles. We do this because, when you have a clear path to achieving your vision, you can confidently choose the tools that will drive you to your destination.

Achieve
Results

Use great results to make yourself more attractive to new clients and advisors alike. Technology and marketing help:

  • Highlight your differentiations.

  • Design back-office services to scale as your firm scales.

  • Increase user-adoption of technology and practices.

Leverage
Momentum

Harness your momentum and use it to your advantage to seize opportunities. With it you can:

  • Establish new practices for lead generation.

  • Select tools that meet your specific needs vs the one “everyone else uses.”

  • Flex resources as needs arise.

Future Proof
Your Firm

Equip yourself to handle any potential roadblock with:

  • Insight on where to invest and where not to invest which saves you time and costly missteps.

  • Leadership alignment on the vision of where they are going.

  • Decision-making based on evidence and not emotion.

Tell us more about your needs for a customized response.

Are you an RIA within the $4B-$15B AUM range?

Stay tuned for our guide on strategies for Emerging RIAs to optimize growth, coming April.