Summary: New research from global analytics firm Cerulli Associates looks at how advisors can identify their ideal target market and define a value proposition that is compelling to that audience.
 An advisor with a defined value proposition might specialize in working with corporate executives who are concerned about planning needs such as managing concentrated stock exposure, minimizing taxes, protecting assets, and maximizing tax-deferred savings in retirement plans.”Kenton Shirk, associate director, Cerulli
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