SA For FAs

The Asset Allocator: Best Advisors, Part III


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Financial advisors cannot ignore the business aspects of their profession, and should put thought into how to market themselves. This podcast (4:58) argues that the key objectives should be to become discoverable; to define one’s unique abilities; and to use the advisor’s best communication method to demonstrate how the advisor’s offering addresses the prospect’s unique pain points.
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SA For FAsBy Seeking Alpha

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