MemberDecember 10, 2020 at 4:36 pm
The financial advisory industry is a competitive one. As an independent financial advisor, it can seem quite hard to compete with established firms that offer the same service that you do. The logic is quite simple. These firms offer the same service you will. They might have been doing it longer than you have. So, why should clients choose you when they can get the same benefits from almost anyone else? What differentiates you?
Here is a blog that gave me a great idea to maintain client relationships.
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