Many financial advice firms deliver consistent, innovative, and extremely valuable solutions for their clients. Not just at the initial planning / implementation stage but also over the years of guidance, support, rebalancing and tax planning.
But very few adviser firms showcase this value to their existing or prospective clients.
TCF Investment has developed a simple sales aid / poster that independent financial advisers can use with clients.
If you are an independent financial adviser visit the Literature & Insights section of our Adviser Centre to download the poster.