Why is the Wealth Management Industry On the Brink of Disruptions?

Would it surprise you to learn that the wealth management industry is ripe for disruption? Here’s the kicker, disruption can actually be a very positive thing that leads to refinement and improvement. In today’s episode, Doug goes over some of the reasons he believes the wealth management industry is due for a shakeup that could leave it better off in terms of helping its clients enjoy greater liquidity, safety of principle, and rates of return. This, in turn, could spell out a brighter, more stable future for those who are working hard to ensure they have a long and happy retirement.

Here’s a quick preview of what Doug covers in this episode:

  • What are the biggest reasons for the coming disruption in the wealth management industry?
  • Learn why certain age-old assumptions, like being in a lower tax bracket at retirement or that the best place to save for retirement is in a 401(k) or IRA, are falling by the wayside.
  • What is the Dept. of Labor Fiduciary Rule and why does it threaten new shakeups?
  • Why do so few people understand how to get the greater liquidity, safety, and rates of return that they want?
  • Doug explains why he allowed his various licenses to expire back in 2005 and his transition from financial planner to unstoppable consumer advocate.
  • What is the increasingly common line of thinking that’s fraying the fabric of our society? Learn how you can avoid falling into its trap.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.