The Future of Advisor Value with Matt Doran (Ep. 98)

Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in this episode, he and Matt Doran break down exactly what each one means for the future of advisor value.

Join Duncan MacPherson for a wide-ranging conversation with Matt Doran, Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm supporting over 112 practices and approximately $52 billion in prehire assets. Matt brings more than 20 years of experience as a CFP and holds a master’s in taxation from Villanova University. Both forces are raising the bar for what advisors need to offer, and both are creating a gap between those who see the opportunity and those who don’t. The gap between advisors who get this and those who don’t is only going to widen. This conversation is worth your time.

Key highlights include:

Why the public markets universe is shrinking and what it means for advisors

Positioning alts diagnostically, not prescriptively

The shift from COIs to strategic partners

Why the process is the offering

How liquidity events redefine who’s in the room

Why complexity is the greatest fuel for referrals

The iceberg problem: being your own best-kept secret

Tune in for a rich, substantive conversation on the evolving role of the financial advisor, what fee worthiness really looks like in today’s environment, and how the advisors who will be indispensable tomorrow are positioning themselves right now.

Promotions: