In the process, advisors should highlight examples of making important discoveries about clients’ finances and provide other important details about the financial planning process.
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Advisors should set themselves apart from the competition by explaining their financial planning process to potential sources of referrals, including accountants, attorneys, and other financial professionals. So reports WealthManagement.com.
In the process, advisors should highlight examples of making important discoveries about clients’ finances and provide other important details about the financial planning process.