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Charles Goldman cautions advisors who position investment management as their core value add over more holistic planning services. “That is not where the business is going,” he states.
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“Advisors who want to grow are recognizing that a third-party TAMP can manage assets better and more efficiently, but no one can manage client relationships like a professional financial advisor.” President and CEO Charles Goldman on the shifting value proposition of financial advisors.
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Our first American Financial Experience Survey highlights investor perceptions about investing and advisor services. Read on for takeaways for advisors looking to build their business and maintain client loyalty.
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Chief Client Officer Michael Kim shares several key takeaways from AssetMark’s first American Financial Experience Survey. “There is incredible demand for education about how to invest.”
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