AdvisorSmart: How to Successfully Compete with Wall Street Financial Advisors

We all understand that the average investor has little knowledge of personal financial planning as a profession and even less of the complex and opaque world of financial advisors and financial advice. This presentation will focus on the specific things that you can do and say on your website, in social media and in phone calls, meetings and emails with prospective clients to effectively differentiate your practice from the other financial advisors that investors may be considering as they look for a new financial advisor.

Learning Objectives:

• Define strategic questions to help prospective clients understand the benefits of a comprehensive personal financial plan.
• Demonstrate various ways that a personal financial planner can add value to an individual investor.
• Learn how to better describe your role as a professionally trained Certified Financial Planner to help prospective clients to eliminate the consideration of your competition.