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    The ClientWise Blog

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    financial advisor value propostition

    financial advisor value propostitionDOL ruling

    Don’t Fear the DOL Rule, Embrace It!

    The sky is falling! The sky is falling! Open any financial advisor trade publication these days, and that pretty much sums up the prevailing sentiment. Yet despite all...
    Client Engagementcompensationfinancial advisor value propostition

    How to Justify Your Value So Price Doesn't Matter

    As the advisor industry continues to churn with speculation regarding the scope and extent of new forthcoming DOL guidance around the transparency of client fees, all...
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    Marketing Approachfinancial advisor value propostition

    Building A Value Proposition: Financial Advisors, It's Not About You!

    In the book, Creating & Delivering Your Value Proposition, authors Cindy Barnes and Helen Blake define a Value Proposition as: