Advisor Value: Turning the Question Around

An interesting take on how your firm adds value to clients. I totally agree that looking at what needs to get done in your firm and then deciding (as the owner/advisor) to do what you are best at or like to do is not the way to decide how to get everything done.

As the author points out, this is looking at the situation from the advisor’s point of view.  Instead, look at it from the client’s perspective.  From their vantage point, what do you do as their advisor that provides the greatest value to them?  Answer that question and you know what you should spend your time on and what responsibilities you should delegate to your staff.

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Post source : SEI Practically Speaking blog

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