Ask Morgan

What to Minimize and What to Maximize

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.