Tailored and Published Content for the Advisor
Marc’s book, ‘Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent’ has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients.
Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they’ve built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, Marc shares a formula to determine whether your clients’ needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you’re unlikely to find in other titles.
Sample of marketing assets previously available. All content created by and customized through MSF Productions. Advisors ordered these tailored animated white board videos to use on their website, YouTube channel or digital newsletter.