Using the Power of Financial Planning to Set Your Firm Apart
The article highlights a webinar featuring CFP® Brandon Marcott, who discusses how leveraging financial planning can help wealth management firms differentiate themselves and grow by clearly communicating their unique value proposition in an increasingly crowded and automated market.
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Using the Power of Financial Planning to Set Your Firm Apart
Advisor Tech
February 16, 2021
February 16, 2021 08:28 AM
Topics:Financial Planning
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With more new and automated players entering the wealth management space every day, it’s becoming increasingly difficult for advisors to stand out. But financial planning can actually be the key to setting your firm apart.
During this webinar, Brandon Marcott, CFP® explores the importance of financial planning and how it can help your firm grow, and also provides valuable action steps your firm can take to use financial planning as a powerful differentiator.
Join us to find out how financial planning can help you distinguish your unique value proposition and disrupt a noisy, crowded marketplace.
0424-OAT-02/04/2021
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