“Think about it from the vantage point of a client: ‘What are my needs? How are they being met by the vendors, the relationships, and the advisors that I have in my life? Are they ticking all the boxes? Or are there places where there could be improvement?'”

That’s what Gerald Goldberg, CEO and Co-Founder of GYL Financial Synergies, emphasized to InvestmentNews in a recent article about the importance for advisors to maintain a fresh and relevant value proposition through openness, curiosity and understanding.

Read the full article here: https://www.investmentnews.com/practice-management/news/are-advisors-operating-above-or-below-the-line-252787.

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