Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.
Armed with information and generally more socially conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision.
With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.
