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Institute for Adaptive Portfolio Management Presents

2021 Survey Results:

Challenges Facing Independent Financial Advisors.

Over the last few months, 95 practicing financial advisors have participated in a research project to better understand the several challenges affecting them. The below summary provides insight into the current priorities regarding practice development, prospecting, business development and managing the pandemic.

Full Video & Write Up Below

Watch this 19 minute video overview of the research and important takeaways!

Brandon Bischof, vice president of Canterbury Institute interviews Tom Hardin, Managing Director and Chief Investment Officer of Canterbury Institute, and Brent Slinkard, Consultant and Strategist to independent financial advisors.

View and download 2021 survey results to independent financial advisors,

Key Takeaways: 

  • How do advisors differentiate themselves from competitors in their market?

  • How do advisors operate their business post pandemic?

  • How do advisors begin to build a system that attracts prospects and retains existing clients?





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