Gaining Perspective

According to a recent J.D. Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias, where they think they are among that 15% when for the majority, that’s impossible. 
Why is financial advice in such a state? Because, despite their best efforts, financial advisors aren’t hitting the core attributes of comprehensive advice. 
To solve this, Practice Intel, a new firm led by Dr. Preston Cherry, Tom Rieman, Larry Shumbres, and Nick Gudz, among others, has launched. Combining practice-level insights with innovative e-learning resources and a proprietary index that benchmarks a firm’s valuation against its peers, Practice Intel helps advisors enhance their advice experience while achieving more organic growth and, ultimately, increasing their valuation.
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Here are some resources to learn more about Practice Intel and its offerings:
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What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.