Randy’s Mission
Welcome to Accretive Advisor, our online service to connect Investors with a great Advisor perfectly suited to their personal needs and circumstances.
Our mission from Day One has been to help Investors and Advisors achieve a greater level of success. I truly believe that finding the right Advisor can be transformative, and can be one of the most significant and influential relationships an Investor will have in his or her lifetime.
The importance of finding and working with the right Advisor is more critical than ever before. Difficult markets, increasingly complex financial situations and more individual responsibility for one's own retirement have raised the bar on making the right choice. Now, more than ever, great advice is needed. Accretive Advisor was created to do just that, help Investors and Financial Advisors meet these challenges together.
In my nearly 25 years in the business, I've seen the great things that can happen when an Investor and an Advisor share high levels of trust and confidence. When they share needs and such core motivations as investment philosophy, communication style and personality, an accretive relationship is forged.
Now, more than ever, is the time for new thinking and to connect Investors with the right Advisors. During the next decade, it's anticipated that more than a trillion dollars will change hands through a combination of a $586-billion intergenerational wealth transfer and the expected departure of 1.4 million family business owners who plan to exit their business, creating a tidal wave of "money in motion." The recipients will be younger, more sophisticated and technologically savvy, and searching for solutions like Accretive Advisor.
I've listened to Investors and Advisors over the course of my career and one thing rings true: both deserve a better system for finding each other. Accretive Advisor is dedicated to this cause.
We enable Investors to better understand themselves and what it is they are looking for in an investment professional by providing tangible and actionable information and guidance.
We enable Advisors to build more successful practices by providing them with information that helps them understand their clients on a much deeper level. This creates greater clarity about their roles and the expectations their clients have of the relationship.
I am truly excited to be a part of Accretive because of the immeasurable benefit the Accretive process brings to both Investors and Advisors. In that benefit resides the potential to transform the investment industry. We are proud to be offering this opportunity and prouder still that we have the support of the industry as we do it.
I invite you to join us as we welcome a new era in financial services.
Randy Ambrosie
Founder & CEO, Accretive
