How can you monetize your practice and demonstrate your gamma?
At the 2019 MarketCounsel Summit, Advicent COO Anthony Stich caught up with InvestmentNews to discuss what financial advisors can do to stand out as the industry continues to become commoditized.
Have you read my latest article on RIA Reflections?
Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.
As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.