“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
Simple, but Not Easy
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The Core Elements of an Advisor's Value Proposition
Daniel: What would you identify as the key elements for an advisor's value proposition right now to clients? Daniel: I just feel very tactical. This is a period where, you know, individuals are seeing their account balances down. He says there's no substitute for a knowledgeable, empathetic human who knows your situation.
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