The Im­por­tance of with Ser­vice that Puts RIAS and Fee-based Ad­vi­sors First

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On the Front Lines with RIAS and Fee-based Ad­vi­sors

Change is a con­stant in our fast­mov­ing in­dus­try. In­no­va­tion con­tin­ues to surge at an un­prece­dented rate, driven by the power of con­sumer de­mand, the rapidly ex­pand­ing dig­i­tal econ­omy and the push of reg­u­la­tory re­form. The race is on—and there is no turn­ing back. How do RIAS and fee based ad­vi­sors keep pace? For over a decade, Na­tion­wide Ad­vi­sory So­lu­tions has been work­ing side by side on the front lines with RIAS and fee-based ad­vi­sors, pro­vid­ing the in­no­va­tive so­lu­tions that can help them build their prac­tice by help­ing their clients build more wealth. Start­ing as Je€er­son Na­tional, they built a com­pany from the ground up, cre­ated a new cat­e­gory of prod­ucts, and con­tin­ued to lead the way in an in­dus­try ripe for dis­rup­tion. “It’s all part of our mis­sion to help in­de­pen­dent RIAS and fee-based ad­vi­sors suc­ceed by tak­ing their seat on the client’s side of the table,” said Craig Haw­ley, Head of Na­tion­wide Ad­vi­sory So­lu­tions.

Ser­vice that Puts You First

“Stud­ies show that the most suc­cess­ful RIAS and fee-based ad­vi­sors are al­ways look­ing ahead and con­tin­u­ally evolv­ing their prac­tice,” Haw­ley con­tin­ued. Na­tion­wide Ad­vi­sory So­lu­tions has a proven track record of stay­ing a step ahead of the trends to pro­vide the prod­ucts and so­lu­tions that RIAS and fee-based ad­vi­sors need to stay ahead of their com­pe­ti­tion.

But for many ad­vi­sors, in­cor­po­rat­ing new so­lu­tions can be like nav­i­gat­ing un­charted ter­ri­tory. Na­tion­wide Ad­vi­sory So­lu­tions knows that de­vel­op­ing a new cat­e­gory of prod­ucts—sim­ple and trans­par­ent, with more choice and greater value— is only one part of meet­ing the unique needs of RIAS, fee-based ad­vi­sors and their clients. That’s why ev­ery as­pect of the com­pany’s award-win­ning ad­vi­sor ex­pe­ri­ence has been de­signed to serve in­de­pen­dent ad­vi­sors the way they want to be served—us­ing the chan­nels they want to use.

Ded­i­cated Team of In-house Ex­perts

And when work­ing with RIAS and fee-based ad­vi­sors, ser­vice that puts ad­vi­sors first be­gins from day one. Na­tion­wide Ad­vi­sory So­lu­tions has en­sured that its on­board­ing process is as easy to man­age as the prod­ucts

they pro­vide. Na­tion­wide Ad­vi­sory So­lu­tions’ ded­i­cated team of in­house ex­perts help RIAS and fee­based ad­vi­sors un­der­stand how to in­cor­po­rate fee-based prod­ucts and so­lu­tions as part of a holis­tic ap­proach to fi­nan­cial plan­ning, to meet clients’ needs across ev­ery stage of the fi­nan­cial life cy­cle.

This team of highly trained ex­perts can help ad­vi­sors gain greater per­spec­tive, look­ing at the needs of each client they serve, to iden­tify the right op­por­tu­ni­ties—from max­i­miz­ing ac­cu­mu­la­tion with low-cost tax de­fer­ral, to meet­ing to­day’s ur­gent need for guar­an­teed in­come in re­tire­ment, to cre­at­ing a last­ing legacy for fu­ture gen­er­a­tions of their fam­i­lies and fa­vorite char­i­ties. By pro­vid­ing ev­ery­thing from client-ap­proved anal­y­sis and in­di­vid­ual re­ports, to a concierge ser­vice that can com­plete all the pa­per­work and elim­i­nate ad­min­is­tra­tive bur­dens, these in­house ex­perts sup­port RIAS and fee-based ad­vi­sors so they can make the de­ci­sions that are right for their clients—and right for their prac­tice.

“Our ad­vi­sors tell us that this level of per­son­al­ized ser­vice is real game changer for manag­ing their prac­tice and serv­ing their clients,” Haw­ley added. In a re­cent third party study, ad­vi­sor sat­is­fac­tion with Na­tion­wide Ad­vi­sory So­lu­tions reached 97% over­all—with more than 8 in 10 say­ing they are “Very Sat­is­fied.”

Award-win­ning Ad­vi­sor Ex­pe­ri­ence

When it comes to cre­at­ing an end-toend ad­vi­sor ex­pe­ri­ence that truly sets it apart from the rest of the in­dus­try, Na­tion­wide Ad­vi­sory So­lu­tions has done the re­search—and has the boots on the ground ex­pe­ri­ence—to know what RIAS and fee-based ad­vi­sors need. By truly in­te­grat­ing ev­ery as­pect of the ad­vi­sor’s jour­ney—from sales, ser­vice and ed­u­ca­tion, to its web­site, por­tal and ac­count man­age­ment plat­form—na­tion­wide Ad­vi­sory So­lu­tions can pro­vide real-time per­son­al­iza­tion that is hy­per-tar­geted to each in­di­vid­ual ad­vi­sor.

By us­ing in­tel­li­gent tech­nol­ogy, Na­tion­wide Ad­vi­sory So­lu­tions can en­sure that RIAS and fee-based ad­vi­sors have prod­ucts and so­lu­tions that are di­rectly em­bed­ded into their work sta­tions and on plat­forms they’re al­ready us­ing. The com­pany’s tech­nol­ogy plat­form in­te­grates seam­lessly with cus­to­di­ans, port­fo­lio man­age­ment sys­tems, ag­gre­ga­tion plat­forms and data ser­vices that are al­ready in use by more than 95% of RIAS and fee-based ad­vi­sors. And Na­tion­wide Ad­vi­sory So­lu­tions takes it one step fur­ther, by “build­ing the pipes” for di­rect data feeds to man­age tax­able ac­counts along­side tax-de­ferred ve­hi­cles. Its highly rated ac­count man­age­ment and trad­ing plat­form pro­vides ca­pa­bil­i­ties for ev­ery­thing from cus­tom

“Our ad­vi­sors tell us that this level of per­son­al­ized ser­vice is real game changer for manag­ing their prac­tice and serv­ing their clients.”

model port­fo­lios to e˜cient mass trans­ac­tions, to help ad­vi­sors scale their prac­tice while still pro­vid­ing cus­tom­ized ser­vice for a grow­ing num­ber of clients.

A Bull Mar­ket for Fee-based Ad­vice

Suc­cess­ful RIAS and fee-based ad­vi­sors know that putting clients first is fun­da­men­tal for the growth, health and prof­itabil­ity of their prac­tice. By un­der­stand­ing clients’ needs and align­ing with their best in­ter­est, suc­cess­ful ad­vi­sors earn their clients’ trust, deepen the re­la­tion­ship—and ul­ti­mately bring more as­sets un­der man­age­ment. In fact, a re­cent sur­vey of RIAS and fee-based ad­vi­sors shows that it’s a bull mar­ket for fee-based ad­vice. Nearly three-fourths of RIAS and fee-based ad­vi­sors say that in­vestors to­day are more likely to work with a fi­nan­cial ad­vi­sor. And the vast ma­jor­ity of RIAS and fee-based ad­vi­sors say their own clients to­day are more likely to fol­low their ad­vice, more will­ing to make a fi­nan­cial plan— and more will­ing to stick with it. Year over year, in­vestors who work with an ad­vi­sor are more op­ti­mistic about their fi­nan­cial fu­ture than those who do not.

And Na­tion­wide Ad­vi­sory So­lu­tions knows that putting RIAS and fee­based ad­vi­sors first is at the core of its own suc­cess. “By part­ner­ing on the front lines with RIAS and fee-based ad­vi­sors for more than a decade, we have built our busi­ness from the ground up to meet their unique needs,” Haw­ley con­cluded. “We never stop in­no­vat­ing new ways to sit on the same side of the table of RIAS and fee­based ad­vi­sors, so that they can sit on the same side of the table as their clients. When our ad­vi­sors and their clients suc­ceed, we suc­ceed.” ■

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