Catching up with InvestmentNews at the 2020 T3 Advisor conference, Advicent COO Anthony Stich makes the case for advisors to be more comfortable charging for financial planning services.
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.