This important shift requires the advisor to refocus their time and energy on their core competence – guiding clients when making financial life decisions. They increasingly outsource everything that they are not exceptional at to create better efficiencies and focus. Selling performance or low cost is not what will set them apart or enable them to thrive. Being the financial guide and helping clients to make better decisions will. The advisor-client relationship lives in the space between rational choices and emotional reactions. This is what clients most need.
At 2IP we focus time and energy on the investment management process. This is what we believe we are exceptional at. We liberate our partners to focus their time and energy on what their clients need most – financial life guidance. We help our partners transform from selling solutions (products) to being the solution (service).