Note: This article is courtesy of Iris.xyz
By Tom Dorsey, Co-founder, Dorsey, Wright & Associates, a Nasdaq Company
Your business is changing—fast. Robo advisors are offering to do your job for free (or close to it). Regulatory changes are eating up your time and your resources. And as your client base gets younger, “business as usual” simply isn’t winning business any more.
So what can you do to change course?
The key is taking a close look at the mound and making the right changes at the right time to begin to deliver a level of performance your clients no longer simply wish for, but demand.