 A good question every advisor should ask before walking into a client meeting is: “What unique value will I deliver in this interaction?”Wayne Badorf, CFP, CFS, head of Intermediary Sales, Wells Fargo Asset Management |
Top 5 Practice Management Mistakes Advisors Make
Wayne Badorf | Financial Planning, April 2014
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Summary: Based on my past life as a financial advisor and my current role in which financial advisors are my clients, I have seen a lot of best practices by advisors — and witnessed their biggest mistakes. Here are five things that advisors do wrong, so you can get them right.
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