A Mess of an Estate Plan. Then it Got Worse.
With the commoditization of investment management and financial planning, advisors need to provide the service clients really want – financial problem solving. In this article in Financial Planning Magazine, I share how to position yourself as a financial problem solver and illustrate how doing good deeds to help clients through hard problems can be rewarding work in many ways.
You will find the full article here on Financial Planning.com
I value your comments and look forward to reading them.