Differentiating Yourself as a Financial Professional
11:35 AM - 12:25 PM
This session is limited to only 25 advisors. It is an interactive discussion on how you can employ behavioral finance principles to clearly differentiate yourself and your offering from both low cost providers and other advisors/planners. We will discuss how to create a unique and memorable first impression as well as ways to improve your close ratio. Topics of discussion may include your website, social media strategy, content, sharing and virtue of consistent messaging.