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Questions on Adding Value to client advice

Discussion in 'Financial Planning' started by plan, 27th Jun, 2010.

  1. plan

    plan Active Member

    4th Nov, 2009
    To those who are in the industry, how does your practice add value to client advice? How do you differentiate yourselves from other Financial Planners? Why does your advice cost $X amount? etc...

    2012 will mark a fundamental shift in the financial adviser industry and herald a change for the better. Your challenge will be in understanding and being able to demonstrate the value of advice to your clients.

    From Article: New world of financial planning