You’re convinced of the value you bring to your clients. Are they? With all the online services, do-it-yourself investment platforms, robo-advisors and industry analyst insights available at their fingertips, some may question why they’d pay an advisor to invest their money for them.
You may have encountered such objections from prospects and even some clients, but it may have been when market volatility was relatively benign. Then, entered the year 2020 with a pandemic, staggering unemployment, political upheaval and a stock market that responded in stride.
It’s in times of uncertainty that the benefits of an advisor can especially shine. Still, the value you bring to the table throughout a client’s entire investment lifecycle should not be understated.Read More