As financial advisors continue to reach out to current and prospective clients, it's important to keep in mind that what might have worked before may not work now. Perspectives have changed and this can be seen as investors look beyond traditional Wall Street companies to financial advisors prepared for them and committed to putting them first.
Michael Jacobs, CFP, is a co-founder of XML Financial Group, an independent wealth management firm based in Rockville, Md. Jacobs and fellow co-founders Brett Bernstein, CFP, and Robert Kantor, ARPC, have nearly 50 years of combined experience. For more information on XML Financial Group, please visit http://www.xmlfg.com.