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How to Market Your Financial Advisory Firm in a Commoditized Wealth Management World Be honest about how well the set it and forget it approach works in investing and how investment management is just a small part of what clients pay you for.
Have you heard of the infamous internal Fidelity study that showed that investors who had forgotten their account passwords performed better than ones who logged in and traded actively? In 2014, asset manager Jim O Shaughnessy spoke with Barry Ritholtz on Bloomberg Radio and talked about the study: “Fidelity had done a study as to which accounts had done the best at Fidelity. And what they found was . the accounts that did best were the accounts of people who forgot they had an account at Fidelity.” ....