Jim Dickson, Founding Partner and Chief Executive Officer of Elevation Point, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss partnering with advisors who want to accelerate the growth of their practice.
Elevation Point is an accelerator that offers the opportunity to advisors to accelerate growth while taking some chips off of the table. After spending over twenty years at Merrill Lynch and starting his own independent firm in 2017, Dickson is excited about having partners to grow the business the way he wants to.
Dickson notes that there is an organic growth crisis in the industry, as advisors have largely not entered the age of digital marketing. Elevation Point works with advisors on optimizing their digital footprint, ensuring that their digital identity displays the advisor’s brand, niche, and business in the best light. Potential clients want to evaluate a fit with their advisor, so it is important for an advisor’s profile to showcase clients similar to their prospects. Marketing is not a one-time event or project, but successful advisors consistently market their firm over time.
Elevation Point works with advisors with $250 million to $3 billion who are frustrated with their current growth rate. In addition to marketing services, the firm works with advisors to get the right talent and technology in place.
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