Exclusive Fee Audit Checklist: Download Now!

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Financial advisors who want to prepare for the massive industry changes, must start by changing their mindset. Financial advisors are struggling to understand some of regulatory, technology, pricing, and consumer changes in the industry. But the real change they must embrace is the product has changed. It is no longer about getting paid to sell mutual funds, life insurance or any related products. The product has changed to planning, advice and servicing clients to help them reach their goals. What products do you sell?

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