Membership Courses

Podcast #1112 Skill Sets All Advisors Need to Thrive In Our New Environment
It's been a very interesting week for me to watch how both investors and advisors react to the market. For the most part, it seems to me that advisors are more concerned about the current conditions instead of their client. This got me thinking about the "real" threats to an advisors business. I believe that these threats are mostly universal. In other words, they reach all models of our business, wirehouse, IBD, and RIA. Also, I am convinced that in 10 years the "concept" of advice is going to change, and with that our entire value proposition. If you plan to thrive over the next decade and beyond, and to insulate yourself from fee compression. Pull up a chair and grab a cup of your favorite beverage and join me in this podcast. If you agree with my premise, I would like you to share this episode with all your colleagues.