By The Wealth Advisor | June 27, 2021

It’s no secret that there has been a profound shift in the financial advisor community. More advisors are either moving toward (or expanding their reliance on) outsourcing, automation, and fee-based services. Even the fiduciary standard is becoming just that—the standard.

To a degree, these trends are making it harder for financial advisors to stand out. Today, providers of investment technology and business solutions shape many of the services that advisors can offer. Any advisor that wants to continue growing needs to find a way to stick out from the pack and draw the right kinds of clients.

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