Good Afternoon
PFGC has released it's new Center of Expertise webinar on how a FA can build a consistent, well thought out approach to becoming a value added partner to accountants and estate attorneys so we can develop long term relationships for One Client/One Solution. A client solution is made up of three parts, investments, taxes and estate planning. The webinar talks about new studies on what clients want from us and it is very clear that taxes are the number one factor clients consider when choosing a Financial Advisor, number 1!
If we can not deliver as a sole practitioner then we need to work on how we can meet the demands of our clientele with Centers of Expertise.
Yes, I know, we do not give tax advice. Yet there is another old saying that the client is always right. So what do we build? What the client wants or what we want or can do?
The COI webinar is designed for action as we drive net new meetings with an eye for growth.
Take 15 minutes and take control on how we can be effective and proactive in building our businesses.
Remember it is your business.
Finally I would like to thank the PFGC clients who assisted in building the COI Presentation. Your insights and feedback are invaluable. This is the second version of the COI with the incorporated feedback.
Danny
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