Gaining new clients, and maintaining your current clients, is obviously a priority in growing your practice. As an Investment Advisor this involves several challenges including compliance issues and the overall stigma created by high publicity Ponzi schemes.

But, are you be overlooking a valuable asset in marketing and retaining clients? Your insurance. Your clients and prospects will be doing more due diligence, and to develop (and maintain) trust, you'll need to be pro-active in your approach.

Why should Investment Advisors and other financial professionals use their insurance as a Marketing Tool ?

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