The Value of Advice

The Value of Advice

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The Value of Advice
The Value of Advice
Investment Advice is not a Commodity

Investment Advice is not a Commodity

And it's the most underappreciated part of your business

Morgan Ranstrom's avatar
Morgan Ranstrom
Apr 15, 2022
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The Value of Advice
The Value of Advice
Investment Advice is not a Commodity
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An Alphabet Soup of Options

I have noticed a great deal of debate over the term ‘advice only.’ The ‘advice only’ model is to only offer financial planning without offering investment implementation support. I suspect the aim is to differentiate one’s practice from advisors charging a percentage of AUM.

Differentiation is great. And I love the various bus…

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