Money management has traditionally been focused on securing returns for clients. That’s still important. But, says investment advisor Max Osbon, in recent years that approach has evolved to include stellar customer service, at least for those advisory firms seeking to differentiate themselves from the competition.

In his work with a select group of families, Max says the most important factor in finding solid investments and keeping clients happy is being flexible. Startups… crypto-currency… private companies… and more – it’s all worth research and a closer look. 

It’s an approach larger, traditional firms would never be allowed to try. We talk about what that allows Max to do for his clients, as well as…

• The fundamental mistakes he sees individual investors making
• Balancing the right level of risk with lifestyle
• Details on a rational way to charge for investment advisory services
• The right way to react to the economy – and the market – with your investments
• A look at how Max established his firm as a uniquely-valued agency with staying power among a plethora of investment firms