One of the pressures on advisory firms is changing consumerpreferences.

Advisors who want to call themselves a quarterback or acoordinator when they describe their services are talking inclichés and abstractions; clients will eventually begin to hear andthink, “Oh, you get paid for doing nothing.” Dig deep and spendsome time figuring out what you really do, and how thatcreates a satisfying client experience.

Here are some steps to help you get better aligned so you arebuilding the business you want and attracting the clients who willrespond to your real strengths:

Continue Reading for Free

Register and gain access to:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.