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.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access