Posts Tagged: advisor

Stop asking for referrals; you’re better than that

At the Schwab Impact conference in Washington, I was on a panel discussing client experience. One part of the discussion caused quite a stir in the media, both traditional and social. While sharing our thoughts about wealth management, I made a pejorative comment about how our industry asks for referrals and the absurd “how to…

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If a GPS can fail, so can fintech

I recently read an article from the Philadelphia Inquirer about an 18-wheeler that drove several miles down the pedestrian-only Boardwalk in Atlantic City. The driver was following instructions of his onboard navigation system which had the boardwalk designated as a street. After passing several stunned onlookers, the driver found himself stranded and his tractor trailer…

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6 Rules to Becoming an Indispensable Advisor in 2020

Robo-advisors, phone apps, and easy access to a plethora of information on the internet has put the traditional role of the human advisor on the verge of being obsolete. Clients now have significantly cheaper ways of obtaining the goal-based financial planning and money management they desire. Soon, they may even get those things for free,…

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