Most financial advisers charge their clients more for ongoing service than they do for initial advice but provide less value. Here are five things you should do to provide real value in your review process.
Content marketing is one of the oldest tricks in a marketer’s playbook. However, we are now engaging with more content than ever before and achieving cut through requires a strategic approach to connecting with customers, especially on social media.
FOFA, the real F-word. I’m not going to sugar coat it. This legislation contains several onerous obligations for advisers that do not seem to be designed to protect consumers. Based on the current business models of most advisers, there will be a lot of additional compliance work to do. It will be expensive and uncomfortable. Okay, I sugar coated it a little.
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