Client Centered Value
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Client Centered Value
The desirable definable detectable value that an advisor needs to advance in business.
Curated by Grant Barger
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The Four Advisor 'Types'

The Four Advisor 'Types' | Client Centered Value | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams.
Grant Barger's insight:
Interesting insight. I believe it is in the clients best interests to be a purpose driven leader. And an industry thought leader in an industry that has proven itself to be devoid of trust may not be the path to take for the noble advisor. All advisors are capable of demonstrating Tangible Alpha® it's just a matter of discovering defining and designing it so it can be delivered for the good of the client... Not the industry.
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Determining a Selling Price for Your Financial Planning Firm | Viewpoints content from WealthManagement.com

Determining a Selling Price for Your Financial Planning Firm | Viewpoints content from WealthManagement.com | Client Centered Value | Scoop.it
When preparing your financial advisory practice for sale, one of the most challenging aspects of the transaction is coming up with a proper value.
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Financial advisers just don't add up

Financial advisers just don't add up | Client Centered Value | Scoop.it
Q Hi Scott,
Grant Barger's insight:
Wow... How are you going to overcome this ever increasing perception of your value? Oh... That's right! Tangible Alpha.
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Great workplace culture seems organic. That doesn't mean it's not deliberate.

Great workplace culture seems organic.  That doesn't mean it's not deliberate. | Client Centered Value | Scoop.it
I think we can all agree that a positive organizational culture is good for business: It makes people more productive, it ensures...
Grant Barger's insight:
Need to read
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Advice from marketers: 'Know thyself' - Birmingham Business Journal

Advice from marketers: 'Know thyself' - Birmingham Business Journal | Client Centered Value | Scoop.it
I often get asked by other executives “What’s the one thing that I can do to...
Grant Barger's insight:
Nice article... Good advice.
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LPL tops breakaway brokers' bucket list

LPL tops breakaway brokers' bucket list | Client Centered Value | Scoop.it
LPL Financial is the top destination for brokers who are thinking about leaving their current firms within the next two years, according to new research. How does the rest of the industry stack up?
Grant Barger's insight:

I find it interesting that the measuring devices regarding success of all institutions continue to be top-down... There is a complete disconnect and disregard for the "Sticky" AUM that is the natural by-product  (and bellwether) of a client centered practice. The chase continues...

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5 Ways to Build an Extraordinary Team Culture

5 Ways to Build an Extraordinary Team Culture | Client Centered Value | Scoop.it
When your employees work together to achieve common goals, everyone wins--you, your business and your customers.
Grant Barger's insight:
This article is good structure and will be good filler for actual strategy of team culture creation these are tactics that fit into the actual building of the foundation and once you build the foundation then you can use these tactics to help improve your team culture
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Tech training: A missing best practice

Tech training: A missing best practice | Client Centered Value | Scoop.it
Grant Barger's insight:
The stats cited year after year pertaining to national averages have little impact on the individuals and teams who are trying to create their own successful biz model. The disconnect is highlighted in the takeaway. This is what you should do... But there is no real connection on the "how to" As in, how to actually use the stats or trends with any meaningful strategic action. This disconnect can be connected with the strategic foundation that already exists in the DNA of the practice. This is another example of our industry repeating the same year of experience for the last 30 years. It's real trendy but it lacks traction for any real action.
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Ramon Nunez of LiveHive, on Offering Opportunity

Ramon Nunez of LiveHive, on Offering Opportunity | Client Centered Value | Scoop.it
Ramon Nunez, chief executive of LiveHive, a maker of business collaboration software, says employees need to know that they can grow within the organization.
Grant Barger's insight:

Trust teamwork and integrity...

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Measuring Employee Engagement | The Online 401(k) | Small Business and Individual 401(k) Plans

Measuring Employee Engagement | The Online 401(k) | Small Business and Individual 401(k) Plans | Client Centered Value | Scoop.it
» Measuring Employee Engagement |
Grant Barger's insight:

Engagement is the latest "strategy" or is it development? Third party authentication through The Value Gap offered by Bethel is ahead of its time but time is catching up. 

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Top Ten Benefits Of Financial Advisors, Besides Investment Returns - Kitces | Nerd's Eye View

Financial advice revolves around money, and the affluent individuals that most financial planners work with have a good-sized chunk of it, which means the conversations often turn quickly to investments, and how to manage them effectively.
Grant Barger's insight:

I like the Dilbert.

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This startup captured $200 million of people’s savings by turning financial advice into an algorithm

Imagine if poring over your finances were as easy as using your favorite app, or smartphone—or any of today's crisply designed technologies that make life easier, smarter and more efficient.
Grant Barger's insight:

“If your firm uses basic financial advising tools like Betterment already, and you’re just an overlay on top of that, then how much added value do you bring?” says J.D. Power’s Martin. Exactly why advisors need to comprehend "The Value Gap" 

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5 questions advisors must prepare to answer to remain relevant | RIABiz

5 questions advisors must prepare to answer to remain relevant | RIABiz | Client Centered Value | Scoop.it
5 questions advisors must prepare to answer to remain relevant - An advisor must know who he or she is and express it in simple terms
Grant Barger's insight:

 Thanks, Brooke. 

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The Coach Gets The High Fees, Not The Adviser

The Coach Gets The High Fees, Not The Adviser | Client Centered Value | Scoop.it
by Tony Vidler As more financial advisers move into fee-based work the great dilemma is working out what feel level is appropriate. There are a number of easy ways of working out what fee level is ...
Grant Barger's insight:

I like the chart... everything else is hyperbole that has been restated in a million ways for the last three decades...

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How (Not) to Evaluate Your Financial Advisor

How (Not) to Evaluate Your Financial Advisor | Client Centered Value | Scoop.it
If you're evaluating your financial advisor based on how your investments have performed during the past year, I have a thought for you. Stop right now. Don't! One year's performance does not a tra...
Grant Barger's insight:
In this article we find that someone is telling investors not to judge their advisers solely based on one years performance. I don't know if this person is an investment advisor or just a columnist but it seems like fairly decent advice. Toward the end of the article there is supposed to be some sort of magical discovery process by the investor to realize that their investment advisor actually does more than trying to help with investment returns. I like this article because it brings to light the missing elements of what most advisers should be making tangible. Understanding your tangible advisor alpha is what separates you from 90% of other advisers in the financial services industry.
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Bullish Sentiment is Now Officially Embarrassing

Bullish Sentiment is Now Officially Embarrassing | Client Centered Value | Scoop.it
It was much easier being an optimist before everyone else came around. As I said the other day, I no longer know what to think at this point (see: Now What?).
Grant Barger's insight:
How are you going to grow your practice or even just maintain your practice when the next bubble bursts? True wealth managers are stewards of their clients wealth and the advisers who understand their tangible alpha will have no issues.
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3 wirehouses raise stakes to court rich

3 wirehouses raise stakes to court rich | Client Centered Value | Scoop.it
Three of the four wirehouses have announced tweaks to their adviser pay packages and incentives, with their sights set on courting the wealthiest clients.
Grant Barger's insight:
Top down culture will eventually hang itself.
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Want to get rich? Read fiction

Want to get rich? Read fiction | Client Centered Value | Scoop.it
5 financial lessons from Dickens, Tolstoy, Eliot, and other novelists.
Grant Barger's insight:
Count the trees. Fantastic article.
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Backs to the wall, wirehouses renew legal efforts to stem team breakaways -- with junior partners sparking the tension | RIABiz

Backs to the wall, wirehouses renew legal efforts to stem team breakaways -- with junior partners sparking the tension | RIABiz | Client Centered Value | Scoop.it
Are wirehouses desperate to hang on to brokers trying to send a message to rank and file?
Grant Barger's insight:
Same way for the last 30 years. the battle of "whose clients are they really?" The clients and the relationship belong to the advisors. If the wire houses would acknowledge that And acquiesce that this is the culture they need to exude then they would lose less advisors to the independent system. Top-down thinking in a bottom-up world. Putting the client first is always best.
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CFP Board pulls 'fee-only' designation as choice

CFP Board pulls 'fee-only' designation as choice | Client Centered Value | Scoop.it
Grant Barger's insight:
Purpose before acronyms.
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The Two Questions to Ask Before You Innovate

The Two Questions to Ask Before You Innovate | Client Centered Value | Scoop.it
What's this project for, exactly? How are we measuring success?
Grant Barger's insight:

Purpose matters...

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Financial planners recognised in law

A new law makes it illegal for unqualified practitioners to call themselves financial planners or advisers.
Grant Barger's insight:

"A qualified financial planner will have a minimum qualification of an advanced diploma of financial planning - achieved through a university or authorised private college" 

Standardizing value is not the American way... There will be good and bad advisors regardless of any certifications

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An IMCA Conference Recap: What Sets Successful Advisors and Practices Apart? | Aite Group Blog

Grant Barger's insight:

A good list...

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