Stop Languishing. Don't Pivot. Grow!

Remote work has put many Advisor in a weakened position, they're no longer able to drive new business growth through traditional means. Some have managed to strengthen their Position, here's how -

Advisors are onboarding clients that they would not otherwise consider - clients that don’t fit the practice model. This act is leading chaotic non confirming practices, lost of focus and a mix of clients that are not cohesive.

In effect, the Advisors that continue down this path will weaken their profile and lose their edge, their strategic place within the niche that they intended to serve.

The pandemic and remote work environment has put many Advisor in a weakened position, they are no longer able to drive new business growth through traditional means. Challenged by what may seem like limited options, many are choosing a compromise and accepting clients that are not an ideal fit to their core service offering or mission of their business. Why? they are struggling to grow in the current environment and with limited options are forced to accept all that’s available to them.

Alternatively, some Advisors have been re-inventing their delivery mechanisms to continue to serve unique gro…