Articles by Zach Weidman

Knowing your audience is paramount in any industry that provides customer service, caters to client experiences, or looks to sell a product. The better you know who you are selling to or delivering service to, the easier it is to put yourself in their shoes.

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The product itself should obviously be a main point of evaluation as you look to make a purchasing decision, but here are three other key areas you should be asking questions about to evaluate a successful partnership.

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Financial plan presentation has become stagnant over time. Plans are often presented to a client in the form of a binder full of reports, text, and a few graphs — sometimes up to 100 pages or longer.

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Financial services is a pretty broad industry. The industry as a whole ranges from one-person firms that handle very holistic services to very large firms handling a very boutique niche, and vice versa.

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