Rethinking65

Aug 31, 2023

Print Share

How Total Wealth Advisors Differentiate with Estate Planning and Insurance

At a recent conference, the speaker asked the audience of advisors, “Who in the room thinks they are smarter or a better investor than the people they are sitting next to?” A few bold people put their hands up, but most did not. Why? Because everyone in the room knows that beating the market consistently over a long period of time comes down to just luck.

 

While clients would love to receive market-beating advice, no self-respecting advisor would try to win over clients by claiming to be exceptionally lucky. So, if investing and beating the market is not the key to differentiating, delighting and winning new clients, what is?

[…]

Read the full article here: How Total Wealth Advisors Differentiate with Estate Planning and Insurance

[Jim Sinai, Rethinking65]