Using a Subscription Model as a Gateway to More (and Next Generation) Clients

About this episode

Brendan Ryan discusses with Daniel Friedman how a subscription model has transformed their business and client relationships over the years.

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....

People in this episode

Host: Brendan Ryan

Guest: Daniel Friedman

Topics covered

• subscription model
• client relationships
• wealth transfer
• taxes
• younger clients

Keywords

• business model
• trust
• Great Wealth Transfer

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