COMMODITIZATION » DIFFERENTIATION Performance is the expectation. Relationship is the moat. In an efficient market, clients don't just pay for "Alpha," they want a retirement quarterback who sees the whole field . FEE PRESSURE » VALUE DEFENSE Defending value requires expanding services. As advisory shifts to holistic planning, firms are moving upstream & solving complex lifestyle problems that Robo-Advisors cannot touch. THE "VALUE" GAP » THE MISSING LINK You are the Architect of the 30-Year Plan. You have solved for Tax, Insurance, & Investment. But without infrastructure for Health, the "Quarterback" is sidelined during the most critical transition .
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