At my previous firm, I used to spend 20% of each day dealing with bureaucracy. We don’t have that at Stifel, meaning I’ve basically gained an extra day in each week that I can now spend serving and building relationships with my clients.

Working with high-net-worth individuals, you’re competing for wallet share, as these clients typically work with a number of other firms on the street. I’ve found that since joining Stifel, I have become the preferred advisor for a lot of these individuals. Whereas at my previous firm, I was constantly given a number of reasons why I couldn’t manage my clients’ money.

Stifel has made it easier to provide my clients with the level of service, expertise, and unique offerings they need and expect. Overall, my business has grown across all metrics. I continue to gain new clients, many through referrals, and increase the wallet share of our current clients.

Ari Spar
Managing Director/Investments