I regularly receive thoughtful and engaging questions from subscribers. So, let’s start a new segment in this newsletter.
Ask Morgan
Question:
You've talked about focusing less on technology and more about the central value that advisors bring their clients.
How do you work efficiently as a Focus 50 advisor? What things you can cut and or minimize in favor of the things that really should be maximized. ~E.R.
The whole point of The Focus 50 is to allow advisors to be more human with their financial advice. Algorithms scale. Operations, most often, scale. But, unfortunately, human-to-human advice doesn’t scale.
Being human is your superpower.
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