With the growth of financial planning and the CFP certification over the past decade, just doing comprehensive financial planing is not the differentiator it once was. As technology commoditized first investment transactions, and now increasingly the basic elements of diversified portfolio construction, advisors are forced in the direction of providing more holistic financial advice to add value to the relationship. While this is ultimately a plus for consumers, it also mean that providing financial planning services to consumers is a much more crowded, competitive space than it was just a few years ago. Sam Singh can help you https://youtube/watch?v=34F0L6TPHMI
Posted on: Thu, 23 Oct 2014 15:45:24 +0000