Summary: We all know the old adage “change is the only constant.” That applies in spades to the environment for financial advisors. Considering the commoditization of the financial services industry, it’s more important than ever to revisit your “story” and value proposition.
 The bottom line: To have a competitive edge in today’s marketplace for financial advice, advisors must make sure that their “story” is concise, creative and compelling.”Eric Sheikowitz and Michael Silver, founders and senior managing partners, Focus Partners |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?