Unique Ways to Make Planning a Core Offering

Gaining Perspective
02/11/2021 26 min Temporada 1 Episodio 159
Unique Ways to Make Planning a Core Offering

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Episode Synopsis


Advisors must embrace financial planning as a core service.   It gives them an edge against competition, provides a diversified revenue source and deepens their relationships with clients.  But there is no universal process for planning, and my guest today, Justin Duft, will discuss how advisors need to customize their approach to fit their client base. He will also highlight how his firm, Commonwealth Financial, has embraced planning and how it supports its advisors. 
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