The Advisory Model that's Most Scalable

Unlike traditional supply / demand models, nuances to Financial Advisory practices makes this an inefficient segment, while many different economic models co-exist, only some can scale.

Success in a any business relies heavily on the ability of its operators to offer a service or product that is in demand, differentiated from its competitors, priced in a manner that delivers high value or “delight” to the end user / consumer.

Unlike traditional supply / demand models, there are nuances to Financial Advisory practices that makes this an inefficient segment, for this reason, many different economic models co-exist, delivery mechanisms that vary, and added to this a very low barrier to entry.

No Advice

On one hand there are investors that can access DIY solutions and ROBO solutions that charge nothing, Canadian based WealthSimple that charges $0 for a diversified portfolio of ETFs and offer no financial advise or planning, or Robinhood that charges $0 for trading. These platforms address a large group of mass affluent investors and early investors that are being ignored as Advisor chase after the illusive High Net Worth investor.

Advice Only

Somewhere in the middle of the…