{"id":1041,"date":"2023-07-25T10:15:00","date_gmt":"2023-07-25T14:15:00","guid":{"rendered":"https:\/\/www.bellvest.ca\/family-wealth-brantford\/resources\/when-building-a-business-advisors-are-clients-too\/"},"modified":"2025-09-05T14:54:48","modified_gmt":"2025-09-05T18:54:48","slug":"when-building-a-business-advisors-are-clients-too","status":"publish","type":"resources","link":"https:\/\/www.bellvest.ca\/family-wealth-brantford\/resources\/when-building-a-business-advisors-are-clients-too\/","title":{"rendered":"When Building a Business, Advisors are Clients Too"},"content":{"rendered":"
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\u201cJust one great partnership with the right person can have an incredible impact on your business success.\u201d<\/em> \u2013 Janine Ogg and Jo Foster<\/p>\n<\/blockquote>\n

Building a business means working with the right people, and for us, that means treating advisors like clients: we put them first by supporting their growth so they can provide the best service possible.<\/p>\n

And it\u2019s been working. Family Wealth Advisors have, on average, seen an annual increase in both their client list (+6.5%) and assets under management (+12%).<\/span><\/span><\/p>\n

Here\u2019s how we do it\u2014<\/span>together.<\/p>\n

The Bellwether Model<\/span><\/h3>\n

With global wealth rising at record rates, according to Credit Suisse<\/a>, there is a greater need for financial planning than ever. But advisors are stretched too thin, and there\u2019s a need to adapt to the shifting landscape of financial services.<\/p>\n

As a career that derives part of its income from book size, advisors often focus on growth. This may work for a while but can eventually lead to burnout, losing their love for helping clients, or, worst of all, not having enough time to give each client the attention and service they deserve.<\/p>\n

\u201cIt can be hard to wear so many hats,\u201d remarks Susan Schulze<\/a>, Vice President of Practice Management. \u201cWhen you\u2019re young and driven, it may not be so apparent. As you grow the business, managing portfolios, providing financial planning services, worrying about regulatory requirements… they all start to add up.\u201d<\/p>\n

\u201cAdvisors want to grow, and we can help make sure that doesn\u2019t come at the cost of the client experience.\u201d<\/p>\n

\u201cWe\u2019ve developed a solution that emphasizes partnership and collaboration, one that delegates and allows everyone to be a master at what they do.\u201d Schulze ends on a high note, because when \u201cadvisors are happy, clients are happy, and so are we.\u201d<\/p>\n

The Bellwether Model she describes focuses on allowing Family Wealth Advisors to get back to the excitement they first experienced. The two arms of the business come together to provide comprehensive services by splitting the workload:<\/p>\n