Advisor Value, Part 1
In today’s episode of BACH TALK, I’ll share with you the biggest and best report I’ve ever read on this topic, selections from my own writing backed by hard data that you can easily share with your clients, and how to best make your case. Next up, in Part 2, I’ll teach you about the heart-based side of financial planning — and how to keep your clients for life.
711680 - For investment professional use only.
Not for use with consumers or the public.