February 5, 2021
Financial Advisors: Do You Know Your Value?
There is a misalignment in what investors value and what financial advisors think they value. This ongoing fee conversation happening in our industry is proof of that. Of course, we know we create value, but do we really know what value we’re creating, how much it’s really worth, and what our clients are actually prioritizing? […]
December 30, 2020
The Future Value of a Financial Advisor’s Expertise
In addition to our normal responsibilities and services, we financial advisors also provide a level of expertise that can create a lot of future value but often gets forgotten since it falls outside the scope of our standard services. This includes everything from responding to a crisis to solving problems before they negatively impact your […]
