Weekly Focus - June 9, 2021 - "Ask Your Clients What's Missing"
Your advice is valuable, but clients expect good advice. They also expect the investments to work. With little variety, all investment firms offer the same products. Every firm offers managed money, financial plans, ETF’s, mutual funds, real assets and the like. I don’t know of a high demand product that hasn’t been cloned. Nothing is proprietary. Even the little tweaks are cloned eventually.
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