What Is A “Non-Traditional Financial Advisor” and Why Are They Winning Clients?
September 2, 2022 | By Elite Resource Team
Financial Advisors
What is a “Non-Traditional Financial Advisor”? And more importantly, why are they winning a disproportionate percent of clients?
In this video, Anton Anderson addresses these questions by explaining:
- What exactly a “non-traditional financial advisor” is and where the term came from
- How these advisors are charging for proactive and holistic planning (unrelated to any “financial planning fee”)
- How a Virtual Family Office can help you deliver more value to clients (and charge for it regardless of your licenses)
- Why they are winning 70 – 80% of the new clients they meet
If you find the video helpful and are not part of our community yet, let’s get an initial call set up to explore how we may be able to help you grow in a more sustainable and enjoyable way.