Join the FPA of New England and Brian Fitzgerald, Senior Investment Consultant, Clark Capital, CFS ®, BFA ™ for Advocate for Your Fee – What Most Financial Advisors Get Wrong About Client Communication.
As Financial Advisors, we all know that we need to consistently and effectively communicate high quality, high value information to our clients, prospects, and COIs. However, many of us have a hard time determining what high quality, high value information is. The presentation delves into Behavioral Psychology to help financial advisors advocate for their revenue streams with unique communication techniques that are readily available if we learn how to look for them. Advocate for Your Fee will tell advisors exactly where to find high quality, high value information and improve their communication, making those advisors who embrace this concept more referable.