Why Financial Advisors & CPAs Struggle with Proactive Planning
June 12, 2023 | By Elite Resource Team
Financial Advisors
Accountants
Financial Advisors, Insurance Agents, and Accountants know their clients would be better served if they offered more holistic and proactive planning services. However, it's much more difficult in practice than it initially appears. There are a few reasons for this, but one of which is the lack of distinction between the "factory" and the "boutique" value proposition. In this video, Anton Anderson explores this concept in more detail.