Standing Out from the Competition

McCarthy, Ed
April 2008
Journal of Financial Planning;Apr2008, Vol. 21 Issue 4, p26
Academic Journal
The article focuses on the similarities of services offered by several advisory firms, the significant role of advisors, and the advantages of differentiating one firm from the others. Also included are the several stands of financial planners and firms in managing their strategy of attracting clients. Some of these include smaller firms use mutual funds or exchange-traded funds, while mid-size firms outsource the portfolio management. According to Thomas Henske, certified financial planner (CFP), there is a big difference between accumulating assets to manage and financial planning and wealth management.


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