[Webinar] Defining your value proposition through financial planning

March 21, 2018 by Sean Marus

Learn how your firm can leverage the six steps of financial planning to enhance your competitive advantage, exceed client expectations, and bolster compliance in this webinar presented by Advicent.

about the author:

Sean Marus

Product marketing specialist

With years of experience in product marketing and content generation in the financial services industry, Sean is committed to providing informative and impactful content to financial professionals and the clients they serve.

The Advicent team recently hosted a webinar that demonstrated how financial planning supported by robust technology can help advisors define their value proposition in light of increased competition and regulatory burdens.

There have been many disruptive forces in the financial services industry in the past few years, causing firms to struggle when attempting to differentiate their services in the market.

Learn how your firm can leverage the six steps of financial planning to enhance your competitive advantage, exceed client expectations, and bolster compliance in this webinar presented by Advicent. [Continued below]


To learn how industry-leading financial planning technology can benefit your firm, click here.