David and Goliath is a simple story about a small man overcoming an impossible battle with a giant. How do smaller and larger financial planning companies reflect these differences?
In this episode, Michael Labos explores the Davids and Goliaths of the financial planning industry. He focuses on what smaller businesses provide that larger companies tend to ignore and how those differences impact the client experience.
Michael discusses:
- Why larger financial institutions appeal to potential clients
- How clients lose out on personally connecting with their advisor in larger companies
- What smaller financial businesses do differently as advisors
- What potential clients should look for when debating who they should work with
- And more!
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