3min chapter

Animal Spirits Podcast cover image

Talk Your Book: Advisor Best Practices

Animal Spirits Podcast

CHAPTER

The Five Characteristics of a Successful Advisor's Brand

A lot of advice that I talk to put too much emphasis on content. Content for me is nothing more than how you reinforce your stake in the ground. The big transformation, if you look at the five characteristics of what we see being the big high-performing factors, are focused on their highest and best use. And all of those things, differentiating yourself, creating new revenue and driving scale, not cutting corners throughout the entire asset management experience.

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