 I firmly believe that a story infused with passion, centered on transparency and guided by truth can be a difference maker for you and your practice."Dan Martin, Director of Marketing, Financial Planning Association, |
Financial Planners, Stop Making Excuses and Start Marketing
Dan Martin | FPA, January 2018
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Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
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