A Way To Really Add Value

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As part of a new joint venture between Advisor Perspectives and Dan Solin, we are offering a series of group-coaching webinars to help advisors convert more prospects into clients and grow their assets under management. For more information, go here.

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These are very challenging times. Historically, the primary justification for fees was the ability to add value by managing an investment portfolio. But this has become more of a commodity, with the advent of robo-advisors and hybrid advisors like Charles Schwab and Vanguard, who compete directly for retail business, at a sharply reduced fee.

Bonhoeffer Fund July 2022 Performance Update