MUST READ for Financial Advisors….

It is essential that you always find ways to bring continued and expanded value to your clients – in ways that go beyond what brought you together in the first place.

Tell your clients, “If it has a dollar sign attached to it, please think of me. I may be able to help you or know someone who can.”

To this end, I recommend you read the book “Safeguard Your Identity” by Mari J. Frank.   If any of your clients experience identity theft and call you, will you know what they should do?  And perhaps you can help them prevent it from happening in the first place

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