How to Adapt Your Value to Conquer Disruptive Change

As an advisor you're operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself apart from the field has always been a significant challenge you've had to overcome. So, how can you set yourself apart, how do you differentiate your offering, today, to be successfully competitive?

In the third and final segment, we discuss how to take what you have learned and use it to adapt your methods and your practice as your clients' most invaluable advisor, and how to adapt and differentiate yourself highly to disruptive changes taking place in the industry and investing.