Want to stand out as a Financial Advisor?
Write a retirement plan with a client.
The national average is <2 retirement plans per financial advisor.
We all know most have zero.
In an industry of fees, market returns, and asset allocation, this is a sure way to stand out.
Informing a business owner on potential tax savings, employee attraction and retention, and federally protected assets would certainly help solidify your value.
Don't overlook the retirement plans as a way to stand out.
After all, if you don't bring the idea to your business owner, someone else will.
Let me know if I can help you get the conversation started --> @drewtirney