Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s...