What’s your advisor superpower?
Being a financial advisor may not require you to run faster than a speeding bullet, but business and client demands often require superhuman-like feats. In today’s fast moving environment, you must be able to address real-life challenges—such as how to:
- manage that panicked client who wants to “buy high and sell low”;
- prove the value of your human advice versus a robo-advisor; or
- set expectations with a high-maintenance client who provides low revenue.
These are real-life challenges in a serious business. We’ve created a way for you to gather some practical tips on running your advisory business while having a little fun along the way.
Gameplay to help tackle real-life challenges of advisors
In today’s complex world of investment advice and decision-making, Russell Investments has offered up a digital game experience for advisors. Our novel interactive quiz allows advisors to navigate real-life investment and business practice challenges and to select a preferred course of action. Advisors are classified into one of five categories based on their responses to light-heartedly answer ‘What kind of advisor are you?’.
The quiz quickly takes the advisor through a non-scientific, but insightful (and entertaining) analysis of their decision-making style, including superpowers, opportunities and risks. Russell then provides additional insight and resources on how to potentially tackle the opportunities and challenges through the game experience.
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Tags: practice management