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Using the Power of Financial Planning to Set Your Firm Apart

With more new and automated players entering the wealth management space every day, it’s becoming increasingly difficult for advisors to stand out. But financial planning can actually be the key to setting your firm apart. 

During this webinar, Brandon Marcott, CFP® explores the importance of financial planning and how it can help your firm grow, and also provides valuable action steps your firm can take to use financial planning as a powerful differentiator. 

Join us to find out how financial planning can help you distinguish your unique value proposition and disrupt a noisy, crowded marketplace.

Register Now!

 

0424-OAT-02/04/2021