There’s no such thing as a local advisor anymore

You might think you have a territory or a region or a town but you don’t. One of the consequences of 2020 that is not yet fully realized within the financial advisory profession is the fact that now 100% of current and potential clients of wealth management firms have become comfortable doing business online and on the phone. Proximity and regional affinity are no longer a significant consideration for how wealthy p...

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source https://thereformedbroker.com/2021/01/04/theres-no-such-thing-as-a-local-advisor-anymore/