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National Brand, Local Identity

Defined benefit plans’ decline and a proportional rise of future retirees’ need for expert help in establishing and managing retirement accounts spelled growth for the financial services industry. But the market may be saturated — there are many advisors, but the universe of clients is flat or shrinking. 
  

In an exclusive NTSA Net feature article just posted in Managing Your Practice, Steven Sullivan writes that advisors now have to spend more time, money and effort to stay in the game. And they do so in an increasingly regulated market with a proliferation of products and services. Sullivan discusses what that means and how advisors can respond to this challenging environment.