From Irrelevant to Indispensable!: How the Greatest Financial Advisers of Our Time Use the Spoken Word to Leverage Technology and Make It Their Greatest Ally

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Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources:

First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect.

Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards.

Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.