Can your clients and prospects distinguish the difference between your investment portfolio and your competition? Are you excited to tell the story of HOW you manage investments for your clients?
If the answer is 'no' to either of those questions, it is time to reconsider how you manage client portfolios and present yourself to the market.
What is the difference between a 'Financial Plan' from a wirehouse, an independent broker dealer, a RIA or a robo advisor? Answer: NOTHING
The key to developing your unique brand is to literally 'Brand Your Plan' so that it is easily distinguished from your competition by the people who matter: Clients & Prospects.