Summary: In early June, I was on a panel with two advisors at the Pershing Insite Conference in Orlando discussing how independent advisors can differentiate themselves from their competitors. My co-panelists were excellent and insightful, and I was struck by the fact that in the advisory industry the need for differentiation has become greater than ever before.
 I’ve seen advisors create unique processes in many ways: offering therapy,or counseling, expanding into life planning or healthcare or trust services. The possibilities are endless. The key is to create a “process” that comes naturally to your firm, reflecting its expertise and approach to financial advice."Angie Herbers, Co-Founder and Managing Partner, Kaleido Inc |
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