How RIA’s can establish their value to gain competitive advantage

There is no shortage of options for clients on the hunt for a new advisor or seeking financial guidance for the first time. And in today’s world, finding those advisors can seem as easy as grabbing a phone or going online.

But a few Google searches later, shoppers are often inundated with a sea of sameness. Every scroll becomes an endless march of buzzwords and impersonal pitches that send them back to managing their money on their own.

That decision brings risk. Their desire is to secure their futures, but the wrong move could derail their dreams.

So with so much on the line, why should prospective clients put their trust in you?

In this session, presented by Financial Planning and Orion Advisor Technology, three industry leaders who have navigated these challenges and pushed their respective organizations to new heights will identify pain points and how to overcome them.

When wading through that sea of sameness, what is going to make prospects bookmark your firm?