Rohit Bhargava is the founder and chief trend curator of the Non-Obvious Company, which helps companies and leaders win by learning to see what others miss. He’s also the founder of three successful companies, and advisor to multiple startups, and a bestselling author of five books on a wide variety of topics, including the future of business, how to build a brand with personality, and why leaders always eat left-handed.
We talked about some key trends from the 2019 edition of “Non-Obvious” that financial advisors are going to want to pay special attention to. The rapid advances in technology, media, and marketing have put our business in an “accelerating present” for more than a decade now. Rohit’s observations will help you stay ahead of the curve.
As technology automates much of the “mechanics” of money, advisors need to evolve to the more emotional aspects of money. After all, simply helping rich people get richer isn’t usually a driving motivator for advisors—or clients.
In my conversation with Doug Lennick, the co-founder of Think2Perform, an author, and former EVP of Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial), he shared four words that he believes underlie the real value financial advisors deliver.