Many advisors suffer from a “value proposition gap.” Clients and prospects are often unaware of all of the financial topics you can help them with. Sometimes, they seek out a new advisor because they believe you don’t have the service offerings that fit their needs.
Join us for this webinar to learn:
• The range of FINRA-reviewed topics available to you at Horsesmouth
• Which topics draw what types of clients and their characteristics
• What to consider when positioning yourself as a Financial Educator