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2016-12-16T00:00:00.000Z

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Wrong Rollyn Wild?

Mr. Rollyn L. Wild

President and Chief Executive Officer

Advisers Investment Management Inc

HQ Phone: (719) 540-9990

Email: r***@***.com

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Advisers Investment Management Inc

1255 Lake Plaza Drive Suite 244

Colorado Springs, Colorado 80906

United States

Company Description

We provide a blend of knowledge, experience, and resources to the client relationships we serve. The firm's roots date back to 1987, and our management team has over 50 years of combined experience in financial planning, investments, and helping clients a ... more

Find other employees at this company (65)

Background Information

Employment History

Investment Adviser

Rollie Wild

Education

Bachelor of Science

Business Administration

University of North Dakota

Web References (12 Total References)


Our Management Team | Advisers Investment Management, Inc.

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Rollyn L. Wild President & CEO

...
Mr. Wild is responsible for the day-to-day operation of the firm, portfolio design and management, strategic partner relationships, and regulatory compliance.
His career in the investment industry began in 1976, at Boettcher & Company, where he was an Account Executive, Special Partner, and Vice President. From 1986 to 1990 he was a Registered Principal and Branch Office Manager with Investment Management & Research, Inc. Since 1987, he has been President and CEO of Advisers Investment Management, Inc. and its predecessor investment management firms. His industry knowledge and foresight led to the development of a turnkey asset management platform now used by other investment advisory professionals.
Mr. Wild holds a Bachelor of Science in Business Administration from the University of North Dakota and served as an officer in the United States Army. He resides in Colorado Springs with his wife, Kathleen, where they enjoy golf and the local art scene.


Contact Us | Advisers Investment Management, Inc.

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Rollyn L. Wild President & CEO

rwild@thecompletesolution.com


Services for Financial Institutions | Advisers Investment Management, Inc.

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Rollyn L. Wild President & CEO 719-540-9990 rwild@thecompletesolution.com


It's not just the economy and ...

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It's not just the economy and the need to generate more revenue, said Rollyn Wild, president and CEO of Advisers Investment Management, a registered investment adviser. CPAs have a desire to become more valuable to their clients, he said. His investment firm partners with 11 CPA firms in the region so that CPAs can offer wealth management services to their clients. He teaches CPAs how to talk about investments with their clients - and his firm handles all the actual investments.

"We have found, through personal experience, that working with the CPA and end client, they are happy to get the services from their CPA," Wild said.
...
The partnership model shakes up the old way of doing business, Wild said. But it may be catching on. Advisors Investment Management has signed on with four CPA firms in the past year, Wild said.
"I've been trying to work with CPAs since 1988," Wild said. "It's in the last few years we have been starting to see more activity as older CPAs turn practices over to younger CPAs - people don't like change."
CPAs may be coming around to the idea of either themselves providing financial planning and wealth management services, or at least partnering with firms that do. In an AICPA survey of CPAs, nearly 60 percent say they believe they will need to provide a greater variety of services in the coming years, according to the CPA Horizons 2025 report, which aimed to identify trends in the CPA industry.
"CPAs are the go-to person for the client," Wild said.


"I've been preaching for 20 years ...

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"I've been preaching for 20 years that CPAs need to broaden their base of services," said Rollyn Wild, president of Advisers Investment Management Inc.

A large part of his business is providing CPAs with the "investment piece of financial planning for their clients."
Instead of expanding an accounting business vertically by adding more clients who need tax preparation, CPAs should evolve and expand horizontally with more services.
Wild likens it to an upside down pyramid that needs to be righted.
He recommends that accountants change their business model. Instead of offering a single service as "taxman," they can transition to a "more profitable business model" that offers a broad variety of services to the largest number of clients, as a "trusted adviser. Then they can offer several services to a moderate number of clients and the single service of tax preparation to the fewest number of clients.
"They need to become trusted advisers across more areas to their clients - instead of just (doing) tax returns," Wild said.
...
Wild said.
...
"Change is painful - but it's for the best," Wild said.

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