Lessons financial advisers can learn from a teddy bear

01/14/2013 | Nerd's Eye View blog

Clients might be willing to pay more for an interactive experience that helps them organize their information and build and update their financial plan, similar to the way one company has converted the teddy bear into a more expensive creative experience, Michael Kitces writes. Offering an exceptional client experience would differentiate financial advisers from the pack, leading to more referrals and increasing profits, Kitces writes.

View Full Article in:

Nerd's Eye View blog

Published in Briefs: