Given the current landscape – a more difficult terrain these days, one where consumers are more skeptical and better informed about personal financial matters than ever before – it is important for you as a financial advisor to be visible in the right circles and to stand out as unique.

You can be the most competent, caring professional in the world but it won’t make any difference if you are not visible in the right places at the right times. If you are visible but you can’t clearly articulate your value, you will not be seen as a credible resource. And if you sound like every other financial advisor, ideal clients will not be able to differentiate your value proposition from any other financial advisors'.

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