With the growing complexity of investment options and client objectives, the need for tailored advice has never been greater.
Connecting to prospects requires broad strokes, but converting them requires a more detailed look at your practice. In order to maintain the level of interest from the first introduction, you need to give them the means to understand the professionalism and depth of your service offering.
With all the cost-effective alternatives available today, your value as an advisor is in your ability to provide goal-based guidance within complex financial situations. The Advancement Pack™ allows you to make the value of your comprehensive service tangible.
“Investors across all wealth tiers have never had as many options for advice as they do today, and they will use this leverage to insist on greater value.”
Jeff Malcolm, President
Just back from Indianapolis, Indiana – we wrapped up a productive day with the senior leadership at Sanctuary Wealth Partners. It’s exciting to be working with a new independent looking to stand apart in the industry. Sanctuary is doing it differently, […]
I’ve just finished up at TD’s Atlantic Connect event, and I want to thank everyone involved for an amazing experience. The atmosphere was buzzing with ideas and insights, and it was great to hear the perspectives of such a wide […]
I’ll be presenting at TD Wealth’s annual Atlantic Connect event for leading TD advisors in Atlantic Canada. Atlantic Connect is an event hosted by TD PWM in beautiful Fox Harb’r, Nova Scotia. It’s purpose is to connect TD’s Atlantic Canada advisors with […]