How to close the 70bps gap in your value

Your business is under assault from Robo Advisors, technology disruption, Vanguard and Schwab’s low-cost call-center programs, the DOL rule, flat markets, and clients who are scrutinizing fees more closely than ever before. Ask yourself…

1. How will you continue to add value in an industry that faces competitive threats and shrinking margins?
2. How will you ensure clients don’t fire you if the financial markets experience years of flat to declining returns?

Business as usual will lead to a steady and predictable decline in the value of your business. But there is a way you can add predictable and measurable VALUE that doesn’t depend on the S&P 500 going up.

In today's show, learn how to:

1. Add overwhelming client value.
2. Protect your margins.
3. Get more referrals.
4. Never lose another client.
5. Close the 70bps gap in your value.