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Navigating the wealthtech trends reshaping financial advice.

The WealthStack Podcast: Articulating and Demonstrating Your True 'Alpha' with Jamie HopkinsThe WealthStack Podcast: Articulating and Demonstrating Your True 'Alpha' with Jamie Hopkins

Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors.

Mark Bruno, Managing Director, Wealth Management

November 18, 2021

 

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Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions—which are frequently intertwined—is at the core of any successful advisor’s long-term relationships. 

But how can you ensure that clients understand the true value of the services that you deliver—and ultimately the unique problems that only you can solve for them?

In this episode of the WealthStack podcast, Mark Bruno and Jamie Hopkins, managing partner of Wealth Solutions at Carson Wealth, reveals how to articulate your unique advisor “alpha.” They dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors. Jamie discusses how advisors are adapting to create experiences for clients, while also focusing on:

  • The most effective ways to communicate your value proposition

  • The role of technology as a differentiator for advisors

  • The difference between service and relationship for advisors and clients

  • The services, outcomes, or solutions that have the most value for investors

  • How behavioral finance impacts clients’ advisor selection

Listen to the WealthStack Podcast

 

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.