Present & Deliver Your Value with the Same Confidence
The industry discussion of advisor fees realistically does not take issue with fees themselves. The issue is with the communication of the value associated with the fees. Most advisors provide value beyond the assets under management fee structure. But in many cases, the fees are presented only in relationship to assets under management.
When fees are presented only as AUM-related then the only value really is the investment process that drives the investments.
Joanna Bloor: Using Your Curiosity to Achieve Important Things
Quick question: What are you curious about?
If you’re going to ask our guest, Joanna Bloor, you’ll be surprised at what she’s bringing to the table.
As someone who was compared to or associated with Bette Midler, Tony Robbins and Steve Wozniak, Joanna opens up our episode with a list of topics she’s curious about: the impact of millennials, the next phase of the Internet and 3D printing.
Elizabeth Dean: Women Can Have it All
Ever heard about Forensic Accounting?
If not, then you’ll in for a treat as our special guest, Elizabeth Dean shares how her passion for mathematics led her to a rather new kind of service in the financial world.
As the vice-president and founding member of TM Financial Forensics LLC, Elizabeth tells her journey from doing a traditional accounting role into consulting.
Along the way, she discovers key issues that impact not just her but all women who are looking to further their career in male dominated fields: law,
Is Your Website Killing Your Referrals?
Referral acquisition is no longer reliant on word of mouth. Just a handful of years ago, in order to cultivate referrals, you just needed to deliver good products and service, communicate consistently, and give clients an experience to talk with others about. Today, all of that is still true but becomes meaningless if what they say about you does not match what is found online.
If someone verbally says something like, “You have to go see my financial advisor!
Tricia Benn: 3rd Generation of Powerful Women Bucking Trends and Finding Gender Equity Solutions
Tricia’s mother thought that her daughter won’t get ahead in life if she wasn’t in science.
Not anymore!
Taking risks and reaping the rewards has been the theme of our guest, Tricia Benn.
As a lover of sociology and anthropology, Tricia found out the strong application of her passion to market research. And in this episode, she’ll talk about her 20-year career journey that started as a market researcher up to her present position as Northstar’s managing director in the US.
