Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you can add distinctive value, and helping clients avoid doing the wrong thing at the wrong time. He spoke at the CIFPs 2015 annual conference in Vancouver.