Articles by Nate Oberholtzer

About the author:

Nate Oberholtzer

Account executive

Nate Oberholtzer is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

How advisors can harness the power of storytelling

Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

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How advisors can harness the power of storytelling

Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

Read More