Technology is rapidly commoditising many of the activities and services advice businesses have long held up as core to their value proposition. Those who continue anchoring value there will ultimately face growing pressure on fees and margins.
But here's the paradox. The same technology that erodes the value of today's activities also creates the time and capability to deliver far more.
So what does lasting value look like?
The findings are clear. Tangible Value exists in demonstrating client progress, anchored to integrated advice and goal achievement. That's value well beyond activities and services.
The Power of Progress draws on new research into how clients experience value, together with in-depth findings from advice businesses. It shows why lasting value lies in demonstrating client progress, and how getting this right could significantly increase average revenue per Adviser
Coming Soon…