{"id":48,"date":"2018-12-29T23:33:00","date_gmt":"2018-12-29T23:33:00","guid":{"rendered":"http:\/\/bc3b2f5a5f0e4bde88072d92a0be257a"},"modified":"2021-07-01T13:41:01","modified_gmt":"2021-07-01T13:41:01","slug":"dan-richards-how-to-be-the-most-valuable-advisor-to-clients","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/dan-richards-how-to-be-the-most-valuable-advisor-to-clients\/","title":{"rendered":"Dan Richards: How to be the most valuable advisor to clients"},"content":{"rendered":"<p><a href=\"https:\/\/www.linkedin.com\/in\/dan-richards-63151819\/\">Dan Richards<\/a>, CEO, Client Insights, joined us at the <a href=\"http:\/\/mindpath.ca\/\">CETFA Mindpath ETF 2018 Conference<\/a>, to talk about how advisors need to excel in terms of the value that they provide to clients.<\/p>\n<p><a class=\"jump-point button button-filled button-small\" href=\"#00:08\">Skip to: 00:08<\/a> <ins>Joining me right now &#8230; Dan Richards&#8230;<\/ins><\/p>\n<p>The level of scrutiny that investors are putting on what they&#8217;re getting for what they&#8217;re paying is intensified, and will continue to intensify.<\/p>\n<p>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&#8217;s point of view.<\/p>\n<p>Dan describes more of the ways elite advisors position themselves uniquely to not only be, and remain, their clients&#8217; most valuable and trusted advisor, but also to attract more of their ideal clients.<\/p>\n<p>Dan Richards shares some universal shifts in mindset advisors can adopt from conversations and consultations he&#8217;s had with top advisors in the Canada and in the U.S.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"https:\/\/www.linkedin.com\/in\/dan-richards-63151819\/\">Dan Richards<\/a>, CEO, Client Insights, joined us at the <a href=\"http:\/\/mindpath.ca\/\">CETFA Mindpath ETF 2018 Conference<\/a>, to talk about how advisors need to excel in terms of the value that they provide to clients.<\/p>\n","protected":false},"author":1,"featured_media":133,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/48"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=48"}],"version-history":[{"count":7,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/48\/revisions"}],"predecessor-version":[{"id":163,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/48\/revisions\/163"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/133"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=48"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=48"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=48"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}