Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’
Nerd's Eye View
JUNE 24, 2024
While focusing on promoting the industry more positively may be a helpful (and much-needed) shift, individual advisors and firms can also work collectively to sell financial planning by promoting the value of their firms as a whole and not just by showcasing the talent of individual advisors.
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