Advisor Connect: Boost Your Retirement Planning Success 📈

Whether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financial advisors provide pretty similar services and say many of the same things. The key is to help them understand why a relationship with you can benefit them. That’s what we call answering the “WHY US?” question. It’s more than explaining what you do and what you recommend, but why they should do it with you.

Know more at https://www.pentegra.com/expertise/advisor-connect/answering-us-question/