advisors

Blogs

How Marsview Provides Transparency in Advisor-Client Relationship?

The pandemic brought with it a load of problems from health risks to economic changes. It became the survival of the fittest. The fittest in business adopted faster to the 'new,' virtual way of conducting daily transactions.  Even in the financial planning and advisory industry, it was essential for planners and advisors to work online. The key to the success of the virtual business place was the use of video conferencing tools. Virtual meetings with Zoom and the likes became the new normal. These tools have lots of benefits.…

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December 15, 2020
Blogs

How Can Advisors Stand Out in a Sea of Sameness?

The financial advisory industry is a competitive one. As an independent financial advisor, it can seem quite hard to compete with established firms that offer the same service that you do. The logic is quite simple. These firms offer the same service you will. They might have been doing it longer than you have. So, why should clients choose you when they can get the same benefits from almost anyone else? What differentiates you? Many financial advisors have found it hard to answer this question. Despite the apparent generalization…

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December 10, 2020