12 most common Wealth Management
Go-to-Market Model Issues
In financial services, a firm’s business model is the way the company goes to market. Business model and strategy are not synonymous. The business model is how strategy is operationalized to serve clients.
Some firms operate intentionally designed, consistently executed go-to-market models. Others evolve models in a less structured manner. Regardless of genesis, in the wealth management segment of financial services, there are twelve common go-to-market model issues.