You Can Stand Out in a Crowded Market

Flaxington, Beverly D.
September 2008
Journal of Financial Planning;Sep2008 Practice Management Solutio, p18
Academic Journal
The article discusses steps which the author feels financial planners should take in order to make themselves stand out from their competition. Areas the author feels financial planner should concentrate on include the customer service they offer clients, the way they approach investments and their planning processes. Actions financial planners can take to set themselves apart from others include to deconstruct their competition and make clients understand why they are different from their competition.


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