While clients want help making important decisions about their plans and their investments, they also want something else: education. A recent industry survey showed that three-fourths of advisors’ clients expect their advisor to educate them.
The truth is the most successful advisors—those growing their businesses at record paces—typically have positioned themselves as financial educators.
Interested? Join us on December 12th, 2017 at 4 PM Eastern to learn more.
Sean M. Bailey is the editor in chief of Horsesmouth. Over the last 18 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. The Financial Educator Marketing Workshop grew out of those conversations and the realization that advisors need help turning their technical knowledge about helping clients into a marketing approach that will help them help more people and grow their businesses.