Pandemic has Altered Investors Mindset - Are you a Group A or Group B Advisor

Some Advisors have false sense of confidence - their traditional growth or marketing methods will be effective again, blind faith might be causing them to view the current environment as temporary 🤯

Since the onset of this pandemic, there’s been an interesting dichotomy in the disposition of Advisors -

• for one group, the massive move up in Markets have tranquilized their temperament, relinquishing enormous anxiety, and offering a sense of great accomplishment. This windfall for their clients has allowed them the luxury of feeling like they’ve been triumphant in what has otherwise been a burdensome and challenging period - Group 🅰️

• for others, especially emerging Advisors and some close to retirement, the story has been quite the opposite, while they’ve also benefited from rising markets, they’ve been adversely impacted by their inability to “grow” - Group 🅱️

As you lookout to the vast fields of Advisors, it quickly becomes evident that over the last year a striking majority of Advisors found themselves in the second group.

While there may be a number of different rationale for this, the simple explanation is that Advisors in Group 🅰️ likely have a much larger AUM business and th…