What is perhaps the biggest challenge advisors are facing with marketing in 2021?
In the cluttered and fiercely competitive advisory industry, it’s standing out from the crowd.
The biggest problem for solo advisors is not technology, nor is it even an economy of scale problem. It is a very big, very real differentiation problem. Today, there is very little to differentiate advisors from one another.
It wasn’t long ago that offering comprehensive financial planning was a differentiator.