Today, the conversation isn’t led by you saying, “Let me tell you about our firm.” It’s led by prospects saying, “Hey, I’ve been following your content, and now I want to meet.”
Trying to DIY something as complex as the setup of an independent financial advisory practice can lead to complications, costs and headaches.
The ban was set to take effect nationwide Sept. 4.
If your only differentiator is that you charge 75 basis points, you’ll likely lose the battle when the advisor across town drops to 50.
