It’s not disruption, it’s opportunity
Netflix didn't disrupt Blockbuster video. The client experience did. Having to get into your car to go to the Blockbuster store, parking, looking for the video you want, having to drop the video back by a deadline, and potential late fees made up part of that experience.
And so it is in financial advice. Technology by itself is not the real disrupter. Being non-client-centric is the biggest threat to any business. To find out what you can do about it, read here.
Financial Adviser at Lifetime Group - New Zealand
5 年Timely insights as always David; keep communication client focused, unlimited opportunities exist. Thanks
Broadleaf Financial Group | Director - Gilkison Group
5 年Nicely versed David Haintz. Few in the world travel as widely and are as genuine in their belief in the value of Financial Advice as Sterling Shea. I agree it is tough to perceive of the world of Financial Advice in 10-20 years, though that truly excites me. Certainly, whilst you and Sterling are doing what you do, those in our profession globally are better placed. Keep up the good work ????
Adviser * Strategy * Leadership * Community Engagement * SMSF * Mentorship
5 年Fabulous write up David Haintz and acknowledgement of Sterling Shea’s philosophy around human centricity - build your service framework to address your client’s pain-points, seeing this as an opportunity and the preparedness to disrupt yourself and your exisiting offer!
Director & Financial Adviser at TruePenny Advisers
5 年Great article David, insightful as always.