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Peter Wilken: The Biggest Branding Mistake Financial Advisors Make

Barron's Advisor

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Communicating Boldly in Finance

This chapter explores the critical role of effective communication for financial advisors in the digital era, emphasizing the need for boldness and clarity in branding. It discusses the importance of self-reflection in identifying core values and understanding market perception, while advocating for creative thinking and respect for diverse perspectives in making financial decisions.

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