The Center of Influence for Financial Advisors and RIAs - Click Here

Become An Indispensable Advisor: How To Close The 70bps Gap In Your Value

 

 

Click Here For The Presentation Slides

June 23

 

2:00-3:00 pm ET

 

Complimentary Webcast

 

 

 

 

Jonathan Coleman
Anne Kvanbeck

Speaker
Mitch Anthony
President,

Advisor Insights Inc.

Speaker
Steve Sanduski, CFP
   President, 

Belay Advisor

 

 

Your business is under assault from robo advisors, Vanguard and Fidelity’s low-cost call-center programs, the new DOL rule, flat markets and clients who are scrutinizing fees more closely than ever before. How will you continue to add value in an industry that faces competitive threats and shrinking margins?

 

The smart advisors have figured it out. Join us as we discuss how you can become an Indispensable Advisor and thrive in all market conditions. You’ll learn:

 
  • Why your 1% AUM fee is under assault and may only be worth 30bps.

  • Why you need a "whole new conversation" to justify your fees.

  • The 10 ways you can add value that clients will pay dearly for (Hint: it's not managing money).

  • What you can do right now to ensure you don't get fired in the next bear market.

 

 

Presented by


FA logo