Dear Fellow Financial Advisor,
Hi there. I’m Morgan (the bald one in the photo).
As a fellow financial advisor, I think what you do is incredible. In many cases, the value of financial advice surpasses all quantification. How many other services can say that?
Because I believe so much in what you and I do, I started this newsletter to help service-oriented financial advisors in three ways:
Add value to your current clients
Signal and communicate value to prospective clients
Create a life and practice of value.
I’ve been in the financial advisory space for nearly fifteen years and hit just about every pothole you can imagine. I’ve distracted myself with non-essentials, failed to prospect, resisted niching for years, and battled imposter syndrome.
Despite all this, I’ve also had tremendous success. Notably, after improving my mindset and honing in on what works, my firm, Trailhead Planners, has nearly tripled its revenue over the last two years.
I’d like to share what I’ve learned with you, and I hope to positively impact your own journey toward success.
What Subscribers Receive
What you’ll receive when you subscribe to The Value of Advice:
A monthly white-labeled newsletter to share with your clients that affirms the value of your advice and focuses them on planning principles that matter to their long-term financial success. This is the same newsletter we send to clients of Trailhead Planners.
Regular postings on practice management, marketing, and growth that help you focus on the mindset and habits that impact long-term success in the financial advisory space.
Dear Morgan: I regularly respond to subscriber questions on scripting, market positioning, practice management, growing in confidence, and The Focus 50.
A Mid-Month Investment Update dissecting current markets and helping planning-focused advisors lead their clients toward investment success.
What Subscribers Won’t Receive
News: I’m not a journalist. I just want to inspire you to do the work you know you’re capable of.
Stock/trading tips: That’s not where your value is, or mine, but you know that already.
Insight into specific financial planning and/or tax planning strategies: Have you heard of Michael Kitces? I suspect he’s got the answer you’re looking for.
Join the crew
Be part of a growing community of planning-focused Financial Advisors looking to go deeper into the value of their advice, so they can better serve their clients, their families, and their communities.
The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, The Value of Advice disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
The Value of Advice does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall The Value of Advice or Morgan Ranstrom be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if The Value of Advice or Morgan Ranstrom has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
