Want to stand out as a Financial Advisor?

Want to stand out as a Financial Advisor?

Want to stand out as a Financial Advisor?Write a retirement plan with a client.The national average

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Andrew Tirney

Mar 24, 2025

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



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