How to Make Planning a Focus in Your Very First Meeting
Investment management is commoditized and consumers have higher expectations of financial advisors than ever before—so how do you make your value known from the first time you meet with a new prospective client?
In this white paper, we’ll show you to make your first meeting all about planning—and immediately prove your worth as a result. You’ll also learn what you need to know about the industry trends that have shaped planning into such a critical service.
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