With investments becoming a commodity, advisors have shifted to demonstrating “value” by offering a wide range of other services. At their core, these services involve comprehensive financial planning.
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A recent study described my flawed process as “perspective mistaking.” Through an elaborate series of experiments, the authors concluded our assumptions about the perspectives of others – including people we presumably know really well – are often incorrect.
If you’re like most of your competitors, you’re still charging a fee based on assets under management. Here’s where I see trouble on the horizon.
Here are some suggestions for taking the kind of risk you should assume if you’re serious about differentiation.
Great credit to those of you who are producing and sharing videos on your websites and social media.There’s ample evidence videos are a powerful marketing tool.
The death of the fiduciary rule is terrible for investors. Don’t despair. I see this as a massive marketing opportunity. Here are some ways to exploit it.