Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.
The level of scrutiny that investors are putting on what they’re getting for what they’re paying is intensified, and will continue to intensify.
Many advisors are locked in the past to some extent, and there is also a degree of not looking at the cost/value concern from the investor’s point of view.
Dan describes more of the ways elite advisors position themselves uniquely to not only be, and remain, their clients’ most valuable and trusted advisor, but also to attract more of their ideal clients.
Dan Richards shares some universal shifts in mindset advisors can adopt from conversations and consultations he’s had with top advisors in the Canada and in the U.S.
