The Landscape is Changing

Leveraging technology to retain the value of your practice 

The landscape has changed dramatically for you as a financial advisor. And, this is just the beginning…  


Massive financial institutions used to be fully aligned with you and your business goals.  Those days are gone as these financial institutions are now fully invested in creating and growing retail wealth advisory segments.  What happened? In a word, technology. These behemoths, by leveraging technology, can now deliver both investment management and planning advice for under 30 basis points – and in some case they actually claim to deliver these services for “free”.  These technology-based businesses compete on price and volume drives them forward.  If you believe your practice is not at risk or that somehow you are immune, you should stop here.  You’re extinct already – you just don’t know it.


This growing competition erodes your ability to charge a fair price for what you do.  While this onslaught may have started slowly, it is gaining momentum and is accelerating. These large institutional players are attracting billions annually and financial advisors like yourself are in the wake of this moving vessel.

How can you preserve your client relationships and revenue in the face of these building competitive pressures?

The time has come to mount an aggressive defense against these competitive pressures by creating and delivering a level of client engagement that highlights and heightens the value your clients see and experience in your services.  You must Reinvent Your Practice™.

How do you Reinvent Your Practice™?

It’s pretty simple actually.  You beat your competitors at their own game.

You realize many of the component pieces of what you, as a financial advisor, do have become commoditized through sophisticated technology.  The best way, perhaps the only way, to differentiate yourself is to more fully engage with your clients, to reinstall yourself at the center of your clients’ lives – holistically guiding and helping each of your clients to better understand not just their investment portfolios, but more broadly their entire net worth, cash flow, tax complexion and risk exposures.  We call this holistic approach the provision of Wealth Management Oversight™ and we’ve developed patent-pending technology to execute it within your practice.  And, we can show you how to make our Wealth Management Oversight™ technology a profit center rather than a cost to you.  By integrating Wealth Management Oversight™ within your practice, you gain a competitive advantage over your institutional competitors by offering something they simply cannot. In fact, you use their massive size and success against them.

Schedule a call today to learn more about integrating our patent-pending Wealth Management Oversight™ technology into your practice.
(800) 301-7976