Episode 3:  The Conclusion – Exploit Their Weakness For the final episode of the Rise of the Machines trilogy, we will dig deeper and get a bit more technical to make our point – that elite advisors will see this evolution as an opportunity, not a threat.  As you recall, in Episode 1 we discussed… Read more »

Episode 2: Define Your Superiority In Episode 1, we discussed how elite Advisors are focused on achieving client goals while living in a rapidly changing environment – today many investment services that were once high value are now freely/cheaply available.  (To read Episode 1, click here.) In Episode 2, we want to describe what sets… Read more »

Episode 1: Understand Their Appeal Elite Advisors focus on one thing – achieving their client’s financial goals. Particularly now, when market returns and basic portfolio optimization techniques have become commoditized and are no longer competitive advantages, it is critical that Advisors deliver on this promise for their clients.  From a wealth management perspective, it is not good enough… Read more »

In 1998, during the peak of the dot com boom and only a few short years after Al Gore invented the internet, I was an executive in the private bank of a large financial institution in the Southeast.  We were staring at the opportunity to begin to utilize technology as part of our client service… Read more »