Financial professionals face three major challenges when selling to their clients. They must accurately describe a diverse and complex set of products and services. They need to be knowledgeable to develop appropriate strategies and recommendations that will help clients meet their financial goals. And they must document and report their activities within an ever-changing regulatory framework.
Content is at the core of each of these challenges. Whether interacting with clients or prospects, or communicating with regulators, advisors who can deliver the right content at the right times and in the right ways are the ones who will succeed.