Your Competitive Disadvantage

Your Competitive Disadvantage

Jay Mooreland Jay Mooreland

Jay Mooreland

Chief Behavioral Officer and behavioral finance coach helping advisors differentiate themselves and improve the investor experience by incorporating psychological principles in their marketing and messaging.

发布日期: 2019年7月9日
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We often like to think how great we are and how much value we provide.

Instead, financial advisors should consider their competitive disadvantages if they want to progress and improve their practice. 

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