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Radical Personal Finance

170-The Voluntary and Forced Transitions of The Financial Industry: Interview With Fred Gabriel, Editor of Investment News

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Self-improvement, Business, Education, Investing

4.2 • 1.9K Ratings

🗓️ 19 March 2015

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is a veteran of financial reporting. Fred Gabriel has spent the last 17 years reporting on the financial advice industry. He began his career as a mutual fund reporter and progressed to be named the editor of Investment News in 2012.

I spoke with Fred at the Technology Tools for Today Conference and we focused our conversation on the changing landscape of financial advice. Due to the nature of his job, Fred has a front-row seat on all of the changes happening in the industry.

The interview focuses primarily on the investment advice industry but does have ideas and content which can be applied to other industries. Topics include:

  • History of the investment industry and the changing appearance of financial advisory firms.
  • The changing role of marketing for financial services businesses. 
  • The transition from large investment firm marketing to individual financial advisor marketing.
  • How large firms can appeal to millenial advisors.
  • How trusted are financial advisors?
  • How advisors can build more trust with the general public.
  • The marketing of commission-based financial advice, fee-based financial advice, and fee-only financial advice.
  • The increasing transparency of the marketplace.

Enjoy the interview!

Joshua

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Transcript

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0:00.0

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For details on how you can be a part of that, go to radical personal finance.com

0:23.0

slash patron.

0:25.0

Today I'm going to bring on a guest who has an extensive history

0:30.0

of covering the financial advice industry.

0:36.2

My guest is Fred Gabriel.

0:37.8

He spent the last 17 years at Investment News.

0:42.0

He started as a mutual fund reporter and today he's the editor of the publication.

0:46.0

He's going to share with us his observations of the changing trends in financial advice. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets. Welcome to the

1:09.2

Radical Personal Finance Podcast. My name is Joshua Sheets. Welcome to the show. I know not all of you are

1:14.9

financial advisors, but all of you are interested in finance. And I think this

1:20.3

episode has some tidbits for you, especially if you're interested in the business of

1:26.2

financial advice, but it might also explain some things to you if you're simply a consumer of

1:31.5

financial advice.

1:32.6

Stay tuned.

1:33.6

I try to walk a delicate balance on this show of speaking.

1:41.2

I try to walk a delicate balance on this show of speaking and appealing to the

1:45.9

consumer audience and also speaking and appealing to the financial advisor

1:50.2

audience. I have many listeners that fall into both of those categories and so I'm very

1:54.8

careful with some of the content that I release on this show because sometimes it

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