How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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A Minimum Requirement
2022-10-11 • 2 minute read

When we talk to fee-for-service professionals and ask them how their clients would describe them, most say things like, “Well, my clients would say they trust my ability, my integrity and my professionalism.” They rattle off qualities and skills and intentions, all of which are important, and there was a time when that was enough. Today, your qualities and skills and intentions are in fact a minimum requirement....

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