One of the consistent challenges faced by advisors everywhere is a need to differentiate in a sea of sameness when meeting with prospective clients. Another big challenge for advisors is to substantiate their value to existing clients.
Chad Hamilton will demonstrate a method for addressing both of these issues by helping advisors articulate their value proposition to prospects and substantiate their value to existing clients.
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This webinar was Thursday (February 15th) at...
CHAD HAMILTON, CFP®, CAP®
Founder, Advisor Solutions 360
Chad Hamilton is Founder and President of Advisor Solutions 360. Chad has more than 20 years of experience in the wealth management industry. He's a Certified Financial Planner® and Chartered Advisor in Philanthropy® who trains advisors on best practices for managing and growing their businesses.
Chad's experience includes:
Chad is the author of two books - Deep Wealth and Redefining Financial Freedom. Chad is also a frequent contributor to leading financial publications including CNBC, Investors' Business Daily, Money Magazine, Financial Advisor IQ, MarketWatch, and Financial Planning Magazine.