How the Financial Advisor Game Is Going To Change


Happy Holidays! It’s mid-December, and it's that time of the year again for my annual reflection on the state of the industry as we go into the new year.

There were numerous concerns about market conditions this year, and many advisors got caught up in the noise and lost sight of their strategic focus. 

But today, the market seems to go in a positive direction. And all the setbacks we’ve experienced turned out to be self-inflicted. 

In this episode, I talked about:

  • (03:21) Why you should focus on the things you can control
  • (04:11) The biggest challenge we have as an industry
  • (09:26) Is AI a competitor or a colleague?
  • (14:45) Why financial planning and asset management will no longer be enough in the future

Related: Why Profits Must Matter