Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence. Listen to the Interview
How to Build Your Unique Value Proposition
John delivers a Master Class on how to build your Unique Value Proposition for your wealth management firm for First Ascent Asset Management. Learn More
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on how The Oasis Group helps firms to find and promote their Unique Value Proposition at the Advisor Thought Leader Summit in Kansas City, MO.