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Wealth Management

Helping wealth managers excel

Patpatia & Associates assists a breadth of retail and private client wealth advisory firms to reposition themselves for future growth through enhanced distribution, products, and platforms.

Our Wealth Management Specialties Include:

Market Development

Manifesting Opportunities for
Growth

We bring an external, research-driven discipline to new market entry and strategic repositioning of full service & digital brokerage firms, banks, and insurers.

  • Market and competitive intelligence to extend business reach
  • Segmented marketing plans to increase productivity & wallet share
  • Optimization of affiliated channels to enhance recruiting & retention
  • Launch & expansion of third-party distribution platforms

Offerings and Advice Experiences

Strengthening Relationship
Engagement Models

Patpatia & Associates shepherds the transformation of transactional salespeople into comprehensive, lifestage advisors and asset gatherers.

  • Deployment of household-driven advice protocols
  • Benchmarking and reengineering of investment services
  • Implementation of omni-channel client experiences
  • Integration of risk protection, banking, and investments into holistic wealth solutions

Technology and Infrastructure Modernization

Innovation for Advisors and the
Home Office

We help to harness best-in-class platforms and processes to unlock the latent capacity of wealth distribution and streamline business operations.

  • Digital customer engagement and workflow automation
  • Implementation of multi-faceted advisor portals and support platforms
  • Resolution of legacy operations and rationalization of disparate technologies

Insights

Wealth Management Insights

Implementing a Modern, Responsive Client Experience

Article

Trump wants to expand health savings accounts...

WhitePaper

The Fiduciary Standard is Here to Stay: Putting...
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Learn how we can HELP YOU
ACHIEVE YOUR BUSINESS OBJECTIVES
WITH OUR CUSTOM STRATEGIES AND
SOLUTIONS

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125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

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