Simple, but Not Easy cover image

“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors

Simple, but Not Easy

00:00

Is the Value of Advice Improved?

I think it's from the client perspective, it's durable requirements. What are their long term requirements from advisors in the sense of lower costs or reasonable costs depending on the value that I'm receiving. But also that personalization, you know, everything is customized these days. The only reason why we're talking about this now is because the evolution of technology, right? That's what's really equipped this to have,. even have this conversation nowadays.

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