As I said in an earlier post: when you sell to advisors, you have to be authentic to your own product. If you’re not, you’ll eventually be exposed as a fake. It’s inevitable. Still, people keep trying to fake it anyway. Think of all the vendors who position themselves as “partners” or brag about their…

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The Natural

How to be an outstanding PR spokesperson Public Relations is challenging.  Because it is by nature unpredictable, with no precise formula for achieving a desired result, it can be particularly stressful both for those who practice it as a profession and those called upon to be the standard bearers for their companies in the face…

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Right this minute, we are watching the collision of two forces that are shaking advisor firms to their foundations. The first is the commoditization of advice, driven in part by technology. Face it: investment performance is no longer a credible differentiator. Between the popularity of passive investing and the convenience of robo-advisors, few prospects are…

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