To succeed as a financial advisor you must stand out as unique, be able to articulate your value in a clear and compelling way, and be visible in the right circles. This may be easier said than done given the erosion of trust that we’ve seen with consumers since the 2008/09 banking crisis and Wall Street scandals.
Consumers are more skeptical and slower to trust. At the same time they are worried and there is a heightened sense that getting some professional advice would be wise. People close to retirement age cannot make any mistakes, as they may not have time to recover from those mistakes.
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