Leadership Through Fiduciary:

11:40 AM - 12:55 PM
The panel will focus on ways to help advisors:
• Frame and communicate your compelling RIA value proposition to clients
• Compare and contrast your practice with competing broker practices
• Harness and utilize the Institute’s Best Practices to differentiate your firm
• Use tools and templates, such a product cost analyzer, to explain how fee-only practices better serve investors at a lower cost