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Stock sell-off presents one of many opportunities for comprehensive advisors



Three services comprehensive financial advisors provide

The recent stock sell-off has drawn big headlines, which has led many Americans to express concern over their investments.

This uncertainty presents an opportunity for comprehensive financial advisors to offer another layer of customer service, leading to better client retention and a competitive advantage.

Smart financial advisors have taken the—often alarming—headlines as an opportunity to touch base with clients and offer some reassurance and personalized advice.

As advisors are increasingly competing on more than just asset management, these services allow advisors to position themselves as more comprehensive than the competition.

Here are two other ways advisors can offer an increased level of personalized service.

Estate planning

Attorneys may not always consider the financial implications of various estate plans, which can lead to improperly funded plans. Developing a strong relationship with a local attorney can make sure your clients have the best of both worlds.

Healthcare planning

With the rising costs of healthcare, more and more financial planners are integrating healthcare advice into their practices. From Medicare strategies to long-term care costs, many consumers benefit from expert advice in this area, even wealthy clients.

Bernard Health’s Healthcare Extension gives financial advisors access to a team of licensed, noncommissioned healthcare advisors who answer client questions, lead seminars and complete analyses delivering personalized healthcare recommendations each fall. Through the partnership, planners can roll healthcare advisory into their practice without hiring a dedicated staff member.

Learn more about offering a Healthcare Extension through Bernard Health by clicking below.

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