What happens in the wealth management room will establish whether you’re building a broad-based, process-oriented professional practice or a more narrow, product-centric, sales-oriented practice.

Our industry’s historically-narrow focus on portfolio management has us spending way too much time looking at relative performance. With wealth management the focus shifts to helping the client on his or her unique journey; make portfolio management part of what you discuss and do to help your client solve their complex financial challenges.

For additional information and resources on these wealth management concepts, please review the videos in this seres.