{ "media_type": "text", "post_content": "What's your business' focus? (Investments / planning / insurance / employee benefits / etc). What has been the biggest draw for clients?", "post_id": "59e42ae715c3090011374bd6", "reply_count": 3, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

What's your business' focus? (Investments / planning / insurance / employee benefits / etc). What has been the biggest draw for clients?

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Definitely the planning aspect. A good plan leads to their investments and insurance business.

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^ I second this

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I compare my practice to that of the small town GP.... I'm there for all their financial needs... taxes, investments and planning and sometimes I'm going to refer them to a specialist....

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