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Johnny Adams

πŸ‘€ Speaker
41 total appearances

Appearances Over Time

Podcast Appearances

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Brilliant.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Johnny?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

My polite virtual and non-virtual hand, and I'm intrigued about this topic.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

For the last six years, working in organizations similar to the ones that you guys work in as well, we typically are focused on a couple of key metrics, net new money as the proxy for growth.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

We're also helping with expanded client inflows or net client inflows, depending on how we want to look at that, as the other areas of KPIs.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

When we look under the commercial bonnet at SBR,

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And we look at the engine and whether it's thriving or not within the wealth management client or arena.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

We typically see an absence of a CRM or a thriving CRM or actually is the case.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

There's normally 300 CRMs and they're all on spreadsheets.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

I make that flippant joke, but that's very true.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And Dave, I'll come to you as probably the technology guru.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

While striving for growth, we know that the technology sector, SaaS organizations have thrived through growth and multiples of going through the ceiling and integrating the CRM as a hub.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Why do wealth management firms or even financial service firms, why do they not invest?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

in a CRM?

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

Well, the beautiful thing about spending time with friends like yourselves and, you know, the peer group that we're in in this particular conversation is this could carry on for hours.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

I mean, we've only scratched the surface of this topic.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

And as we bump into each other with our mutual clients or as we talk to each other about the industry insights, I just want to say thank you to the three of you.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

It has been really rich of insights.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

I've got one more question for each of you in a moment.

The Growth Workshop Podcast
Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management

You're thinking, which one is this?

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