April 2008
Advisor Today;Apr2008, Vol. 103 Issue 4, p37
Trade Publication
The article focuses on the marketing strategy of financial planners and investment advisors in selling intangibles in the U.S. Chris Everett of Everett & Associates Inc. refers to intangibles such as personal traits and ways of interacting with clients, which could cause them to choose one advisor instead of the other. However, David Smyth of Family Financial Advisors focuses on creating for its clients a sense of belonging.


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