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By 
June 20, 2023 at 01:31 PM
Years ago, stocks were sold by stockbrokers. Insurance agents sold insurance and bankers took deposits and made loans. That all changed in the 1980s.
Now, everyone sells everything.
Today, the term “financial advisor” is used by people in diverse segments of the financial services industry. When you call on a prospect or reconnect with a client, who else is competing for their business?
Maybe you are a financial advisor with one of the wirehouses or a brokerage firm. Perhaps you are an RIA who has hung out your own shingle. You might work for a local bank, operating out of a branch office.
Everyone wants to manage the prospect’s money — everyone wants to manage your client’s money. It is important to realize who your competitors are and what advantages you (or they) bring to the table.
Check out the slideshow for 10 categories you’re competing with for your clients and prospects.
Slideshow
