3 Ways to Differentiate Your Firm

in the Planning Space

6 in 10 Americans are not highly confident they will achieve their financial goals, and 9 out of 10 want support from a financial advisor.1 As a trusted resource, you have the financial knowledge and know-how to help people become more confident in their financial futures—and differentiate your firm to prospective, new, and established clients. But finding the right path to financial wellness for all isn't always straightforward.

Watch as Joe Buhrmann discusses the role you play on a client's path to financial wellness, how you can support and adapt to their goals, and how you can help more people ring in the new year empowered with financial knowledge.

Joseph Buhrmann, CFP®, CLU®, ChFC® 
Senior Financial Planning Practice Management Consultant
eMoney Advisor
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1eMoney, 88 Million Consumer Research Study, n=1616