Greg Gohr, AIF

Greg Gohr, AIF®, is senior vice president, wealth management, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. Greg joined Commonwealth in 2000 and has worked in various departments to gain a broad-based knowledge of the internal workings of a full-service RIA–broker/dealer. This allows him to provide a bridge between wealth management concepts and advisor service, consultation, and implementation. Today, he oversees the firm’s Advanced Planning, Annuity Research, Asset Management, Insurance, Investment Research, and Retirement Consulting Services teams. A former professional baseball player, Greg graduated from Santa Clara University and completed the CERTIFIED FINANCIAL PLANNERTM program at Merrimack College. He also holds FINRA Series 6, 7, 24, 63, and 65 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Which Regulatory Affiliation Model Is Best for Your Business?

What Robos Do Well: 5 Lessons for Financial Advisors

Robo-Advisors Vs. Human Advisors: Are They in the Same Business?

The Rise of the Robo-Advisor: Threat or Opportunity?

Are You Charging for Planning? If Not, Here's How You Can Start.

Which Regulatory Affiliation Model Is Best for Your Business?

Posted by Greg Gohr, AIF

July 5, 2016 at 10:00 AM

Consider all the changes that have taken place in the financial services industry over the last decade: the proliferation of increasingly complex products, relentless regulatory scrutiny, and changing client attitudes. The overall result? Fundamental changes in your core product—the delivery of financial guidance to retail investors.

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Topics: Practice Management

What Robos Do Well: 5 Lessons for Financial Advisors

Posted by Greg Gohr, AIF

February 24, 2016 at 1:30 PM

As I discussed in yesterday’s post on robo-advisors vs. traditional advisors, my personal belief is that human advisors are indispensable. But in today’s post, I’m going to switch gears a bit to talk about the things that robos do quite well—including what they do better than many human advisors.

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Topics: Asset Management & Investing

Robo-Advisors Vs. Human Advisors: Are They in the Same Business?

Posted by Greg Gohr, AIF

February 23, 2016 at 10:00 AM

As you’re probably well aware, online investment platforms—commonly referred to as robo-advisors or robos—continue to be a hot topic in the financial media and among industry pundits. Many skeptics believe that sustained market volatility or a legitimate bear market will prove the Achilles’ heel of the robo model. Critics opine that there is no purely digital response that can approximate the level of comfort offered by human advisors during times of market turmoil. But are the skeptics and the critics right, or are robos a legitimate threat to the traditional advisor?

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Topics: Asset Management & Investing

The Rise of the Robo-Advisor: Threat or Opportunity?

Posted by Greg Gohr, AIF

October 6, 2015 at 10:00 AM

Unless you've been on an extended sabbatical for the last couple of years or unsubscribed from all industry-related electronic media, you've probably heard about the "new, new" thing in retail financial services: the rise of the robo-advisor. The term robo-advisor is everywhere, as the industry press provides almost daily robo-updates and the financial services cognoscenti opine ad nauseam on the topic. But is the robo-advisor phenomenon just another evolution in delivering retail investment solutions, or is it a real game changer, poised to upend an entire industry by forever altering how clients obtain and pay for investment advice?

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Topics: Pricing Your Business, Asset Management & Investing

Are You Charging for Planning? If Not, Here's How You Can Start.

Posted by Greg Gohr, AIF

November 4, 2014 at 10:00 AM

Are these planning clients, or should I just propose managing the assets? Okay, they're planning, but if I go too high on a planning fee, they might not hire me, and they've got a large IRA I could manage. Alright, I'm going for a planning fee, which should be about $2,000. This is a complex case, but that's a lot . . .

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Topics: Pricing Your Business

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