The Trouble With Selling Hand-Holding as a Value Proposition

Jun 29, 2018 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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Studies show that hand-holding can save clients up to 1.5% a year. Yet behavior mangement may not be an effective value proposition for attracting clients because it awkwardly forces prospects to admit their own investing mistakes.

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