Financial advisers today want help. Many are feeling intense pressure on their fees and revenues as they see more competition from more types of advisers and advice channels than ever before. Meanwhile, clients still don’t know whom they should trust because of the deep economic and political uncertainty in recent years — leaving advisers casting about for effective positioning and messaging.
But while there’s no shortage of advice about how to build and grow a great practice — conferences, seminars, strategy sessions, business books and, yes, columns in the financial media — there’s a general frustration among advisers about how to turn that advice in action that generates results.
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