The most valuable thing an adviser can do for clients in 2015

As we head into 2015, advisers will have myriad opportunities to read industry pundits’ prognostications on what to expect in the coming year. Unfortunately, my own crystal ball is in the shop, so instead I’ll offer some context that I hope will help advisers benefit from whatever trends the next 12 months send our way.

The most valuable thing an adviser can do for clients in the coming 12 months will not be finding an undiscovered lever to generate alpha in their portfolios or being the first to adopt the latest technological innovation. While those things can be helpful, advisers who devote their energy and attention to understanding each individual client’s needs and connecting those needs to a well understood plan set themselves up for lasting relationships.

 

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