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High-touch service is a big part of what differentiates Registered Investment Advisors (RIAs) as compared to other providers serving investors. The challenge is finding ways to deliver this service in a scalable way.
Technology can help you amplify the areas where you already excel. Just ask Ann Zuraw, the founder of Zuraw Financial Advisors, a small firm that focuses on families, women, and entrepreneurs. "You know, some people are connectors—and I'm a connector," she says. Zuraw has always enjoyed networking, so social networking was an easy extension of her strength. In fact, she built her business on it, cultivating her personal brand and business on social media from her firm's inception in 2005.
Since then, Zuraw has continued to explore many different channels to discover what works best—from different platforms for online videos to blog content to LinkedIn.
"It's my goal to educate families and educate kids and educate women, and technology is what enables me to do it all over the country and the world," Zuraw says. By constantly adapting and trying new online and social channels to reach their clients, Zuraw Financial Advisors embraces a culture of fearlessness and a connection that stems from its founder's own personal strengths.
https://content.schwab.com/zuraw/SWB_Tech-Partner_Zuraw_v06_720.mp4 Lessons for your firm