Workshop 1: Be a Retirement Income Voice Not an Echo

Tuesday, May 2, 2017 -
8:00am to 8:50am

Session type:

Are you an original thinker who loves poking conventional wisdom in the eye?  If so, don’t miss this thought-provoking discussion on attempts to commoditize your business by the media, U.S. Department of Labor, and robo-advisors.  In this session, Jim Sandidge will draw on his recent paper, “Adaptive Distribution Theory” (Journal of Investment Consulting), to discuss how the narrative can be shifted from price to value by replacing modern portfolio theory with a new direction in thinking for retirees.  By avoiding the plague of sameness and curse of complexity, Sandidge will help advisors create a personal brand of original thinking with actionable ideas that motivate and are repeated easily for any client.