A cover letter isn't just an add-on to your job application. It effectively highlights and sells your skills and experiences as a financial advisor. Your cover letter is your first opportunity to ...

Not more than one half-swipe down the screen of my iPhone there you were, Tony Robbins, celebrity financial ... you this open letter. Are you a registered investment advisor?

The resulting letters help clients understand and visualize their financial situations, and advisors can use these materials to embed personalized narratives into post-meeting follow-ups ...