Revolution Group, a custom wealth management and business advisory firm, was founded by Ryan Fleischer, who began his work as a financial adviser in 2006. He first worked as a portfolio manager for a multi-billion-dollar family office, but he soon became disenchanted with the numerous hidden conflicts of interest he saw within the financial industry. He wanted to do things another way: his desire was to offer a different service model to his clientele.
While earning his advanced degree from Yale School of Management and completing a fellowship with EDHEC Business School, he became well-versed in modern financial engineering, risk management, and product development within the financial space. In 2010, Fleischer founded Revolution Group. In 2019, Revolution Capital, the investment and planning division of the company started.
“Earlier this year, Revolution Group launched its business advisement and transition division to service entrepreneurs, founding CEOs, business owners, and wealth creators,” he said. “Our revenue has grown by three times over the two years. Although we only have three full-time employees, we have numerous partnerships and contractors that we work with that are behind the scenes.”
Fleischer is a Columbus, Nebraska native and graduate of the University of Nebraska-Lincoln. Growing up, his father and grandfather were two founding entrepreneurs, and he was able to work alongside them and see what running a business was like. He has taken this knowledge and dedicated work ethic into his day-to-day operations at Revolution Group.
“We believe our business is succeeding in the local community because the uniqueness and value we bring to our clients,” he said. “We are not a commodity or a one size fits all or fit you in the box firm. We have very loyal clients and maintain 99% client retention without the use of any proprietary products.”
Fleischer understands the innerworkings of business and entrepreneurship and uses that to work with each client. He believes this is a big selling point and one of the main reasons why many clients have chosen to partner with his company.
“Time and time again, we hear from clients and others that what we offer is different,” Fleisher said. “To that we say, yes, we are purposefully different. We think differently and look through a multiple of lenses when planning and constructing a portfolio for a client because we understand that no client or situation is the same. While most financial firms offer limited options to investments or stocks, bonds, and mutual funds to make a portfolio complete, we construct a customized, tax efficient portfolio made up of much more.”
Since opening, Fleischer noted that one of the biggest challenges he and his company has faced is getting clients to understand the difference of Revolution Group’s portfolio construction and modeling versus other financial companies out there.
“It’s often hard to relay that message to clients who have been trained to think one way in terms of their financial options,” he said. “We are introducing and giving them guidance on many new things they may have never heard before. “Change is hard and many times our clients are leaving behind a trusted, long-term relationship with their current financial firm and advisor to come partner with us. To overcome this challenge, we diligently educate and teach them on what makes us different — not only from a planning and fiduciary perspective, but also a portfolio construction perspective. This ongoing coaching helps build trust and helps them understand the value that their new plan and portfolio is going to do for them.
Looking ahead, Revolution Group is planning on moving into a larger office space and expanding their service model. As it increases its capacity, it will be actively recruiting top talent that fits its culture.
“Our main objective for the future of our business is not to be the biggest, but to be known as a firm that does things right, puts clients first, and brings tremendous value,” Fleischer said. “Communication and transparency are of upmost importance in all that we do. We will continue to deliver unparalleled service and a value that cannot be found anywhere else.”
GOALS: MOVE INTO NEW OFFICE AND EXPAND SERVICES OFFERINGS.
INDUSTRY OUTLOOK: THE INDUSTRY WILL CONTINUE TO RAPIDLY EVOLVE AS FINANCIAL TECHNOLOGY EVOLVES. HOW CLIENTS DEFINE VALUE IS CHANGING, ESPECIALLY WITH THE YOUNGER GENERATION. INTELLECTUAL CAPITAL WILL ALWAYS BE VALUED ALONG WITH GOOD ADVICE.