5 steps to demonstrate your value

Dan Richards | ClientInsights | 21 March 2013

Of the broad trends facing the financial services industry, the most powerful will be greater transparency. It will force everyone - including financial advisers - to clearly demonstrate the value they provide. How advisers respond to this shift to a value-driven world will determine whether they succeed or fail.

Avi Nachmany, executive vice president of consulting firm Strategic Insights, and one of the investment industry's most respected observers, points to concerns am...