Скачать или смотреть How to Stand Out in a Crowded Market as a Financial Professional

In this episode of the Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Ruvin Levavi, former trust and estates attorney and Founder of Power Forward Group, to explore how financial professionals can differentiate themselves in a saturated marketplace.

Ruvin shares how carving out a specific niche in serving corporate attorneys allowed his team to deliver deeper value, scale more effectively, and stand out in a field crowded with major firms and competing advisors. From building trust to understanding your client’s world better than they do, this episode offers a blueprint for growing a focused, impactful advisory practice.

Have a question or comment for Bill? Drop him an email at: [email protected]

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Presented by Penn Mutual: https://www.pennmutual.com/

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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