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The ClientWise Blog

Posts about:

financial advisor value propostition

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...

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...

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: