What is your unique value proposition? What is the strategic direction of your practice? What can you do that will really drive referrals? The best answers may come from consultants often underutilized by financial advisors – your clients.
That was the message of Stephen Wershing, CFP, creator of The Client-Driven Practice, in a session Friday at FPA Business Solutions 2011, appropriately titled “Role Reversal, Making Your Clients Your Advisors.”
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