What’s Your Enterprise’s IP

Your core competency and professional skills are top-notch, though there are always some areas for improvement. In fact, you may have gotten out of the wealth management business and in the classic sense because you've outsourced so much of that. You've evolved from a mindset of ‘households and holdings’ to platforms, processes and models that can be replicated. That’s all good, but what now is your unique IP? What sets you apart?