In this episode, host Brendan Ryan, AIM Partner and Portfolio Manager, talks with Daniel Friedman of WMGNA about how a subscription model experiment they started more than 30 years ago ended up shaping their entire business. By using taxes as the starting point, they’ve been able to build trust early, attract younger clients, and form real relationships with the children and grandchildren of existing clients. Something that feels increasingly important as the Great Wealth Transfer approaches.

We live in a subscription-based world, and for many clients this model can feel more intuitive and easier to plan around a monthly budget than traditional advisory fee structures. More importantly, it can be a practical way to start building trust with clients’ families before assets move. All of this is discussed in this episode.

If you’re thinking about how to stay relevant and capture the attention of the next generation, this episode may resonate.

WMGNA works with other financial advisors to provide this subscription service. To learn more from WMGNA, visit:

https://www.wmgna.com/

https://www.linkedin.com/company/wmgna/

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