Networking Tactics To Develop Relationships With Local Small Business Owners
Michael Kitces | Nerd's Eye View, July 2019
Read the article online >Summary: For years, independent financial advisors (particularly those who offered holistic and comprehensive financial planning services) had a relatively easy time differentiating themselves from the vast majority of others in the industry by emphasizing the breadth and depth of their financial planning services (as contrasted with competitors that were still primarily in the investment or insurance product distribution business).