Welcome to "The Complete Advisor," where each episode brings you cutting-edge insights from the financial industry's brightest minds. This week, we're delving into an episode that could very well signal a paradigm shift in the world of wealth management. We're all very familiar with the traditional asset under management fee-based model; markets go up - advisor gets a raise, markets go down - advisor gets a pay cut etc. etc. In this episode, we're going to have a conversation with a true revolutionary. Loren Sherman and I talk about his trailblazing approach to the traditional fee-based model structure. And it’s an approach that has the potential to transform the advisor-client relationship. In fact, it could very well reshape the advisor landscape and how an advisor structures their business model. Catch this enlightening discussion that questions the status quo and presents a fresh perspective on the value of investment advice. It may be time to redefine the advisor/client relationship—on both sides of the advisory desk.----- ----- -----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

Ver todos los episodios