How analytical advisors can finally supercede salesy advisors

In an era of transparency a new type of advisor gets the edge, but it starts with deliberate documentation and arming the prospect

Author Jack Waymire April 11, 2012 at 4:56 AM

1 Comment

Jack Waymire: Type B advisors should provide a form that investors use to obtain information from Type A advisors. Any advisor who refuses to complete the form is automatically excluded from further consideration.

Jack Waymire

Paladin Registry

Scott

April 13, 2012 — 10:56 AM

Can you re-post.? A description of Part 2 is missing, and the first paragraph of Part 1 is repeated 2 paragraphs lower.

Mentioned in this article:

Paladin Digital Marketing
Consulting Firm, Marketing & Public Relations, Investor Referrals
Top Executive: Jack Waymire

How analytical advisors can finally supercede salesy advisors

Scott

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

How analytical advisors can finally supercede salesy advisors

Scott

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory