Brandin assists the sales team in the development and expansion of the Advicent enterprise market. He is passionate about sharing the value Advicent brings to companies throughout the financial industry.
In the world of an advisor, time is money. This is why an advisor’s workflow is an underrated and unappreciated aspect of their success in financial services.
After you have moved your client through the entire financial planning process and given them the key to the door into a seemingly successful financial future, what happens next?
One of the biggest sales challenges that financial services firms face today is a way to differentiate themselves in a crowd of hundreds of other firms that offer a very similar service. However, many firms would argue that it is not the service that differentiates you, but the way that you deliver the service.
As 2016 comes to a close and firms and advisors are looking toward the new year, it is important to remember what this past year has taught the financial services industry.