30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
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The 10 Second Takeaway From Simple but Not Easy
Brian: The data about their clients that isn't already being shared with them is valuable data for them to provide better advice and to run a better practice. Nick: Focus on the areas where you're adding that unique differentiated value, something that the person down the street or the technology solution on the web is not offering. Brian: Do your research and please start by calling us because we're bridging the gap.
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