Tag Archives | value

What Really Differentiates You From Other Advisors?

You’ve heard the old statistic that 90% of drivers think they are better than the average driver. Within a few percentage points this mildly amusing, yet clearly impossible, data point has been demonstrated time and again. There’s a name for this form of cognitive bias and it’s called ‘illusory superiority’. Illusory superiority is the likelihood […]

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The Future of Client Engagement

The fact that 91% of clients are satisfied suggests that much of the time you invest in driving satisfaction, while important, makes you precisely as good as almost every other advisor. Sad, but true. Saying that the industry has achieved extraordinary levels of satisfaction, but that it’s simply not enough, is a little like giving advisors […]

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