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



June 23

2:00-3:00 pm ET


Complimentary Webcast






Jonathan Coleman


Mitch Anthony

Advisor Insights Inc.


Anne Kvanbeck


Steve Sanduski, CFP

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:

Our discussion will cover:
  • 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.


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