Does this amaze you, or what? Rob Bertino highlighted the issue earlier this week in the Fin Review (it’s behind a firewall, but you’ll get the drift). His findings are that only 12% of financial advisers are commiting succession plans to paper. Does that make sense...
In the consulting work with our advisory firms, we use the following VP Grid™ to map their current value propositions and the transition path to their new Next Generation Value Propositions. In reality, not all their current clients want or need advice. Nor does every...
No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...
