Summary: It's no secret wirehouse advisors are exiting, and exiting fast. With a new era of investing upon us predicated on unpredictable volatility and tightening from the Department of Labor (DOL) with an embrace of fiduciary responsibility, investors are seeking a new breed of products and advice. Trusted advisors who can source a tailored financial plan with the investor’s best interest in mind, not simply push a product, but instead be a holistic solutions provider, will rise to the forefront.
 Product and performance are no longer the largest components of a 21st-century brand because these two factors fluctuate. While these elements are certainly important, instead, advisors should center on intellectual leadership: educating investors about your story, passion and most importantly key differentiating factors explaining the firm’s superior edge over competitors."Steven Bodakowski, Director and Executive Media Trainer, Peregrine Communications |
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