Fundamental Truths

beliefs and opinions about financial stewardship

The fundamental truths of advisor value.

All the technology in the world is not going to empower you to compete on price… you must set and maintain client expectations based on your value… which is one of the reasons why your intangible value must become tangible.


I can’t be all things to all people

Price becomes an issue in the absence of value

Clients that come to me for discounts will leave for discounts

The quality of my relationships outweigh the quantity

Knowledge and wisdom are not equal

Prescription without thorough diagnosis is malpractice

Quality feedback in not optional

Now, more than ever, investors are seeking a trusted source of wisdom

The perception of my value is under my complete control