Summary: The landscape for financial advisors is rapidly evolving, and it can be difficult to keep up. Now that a new year is at hand, it’s time to reevaluate your business and take a fresh approach to growing it. Here is my list of the 15 big business moves advisors should make in the new year.
 Afraid to miss a single opportunity, most advisors strive to make their practices appealing to every potential client. This thinking is flawed because it overlooks an important fact: Investors prefer to work with advisors who specialize in helping people in situations similar to their own."Robert Sofia, founder, Platinum Advisor Strategies.. |
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