Taking a Cue from Netflix | HTK

It’s no surprise that the financial advice industry has begun to adopt subscriptions, given the pathways already paved by tech giants like Amazon and Netflix. But there are a few important lessons advisors can take away from these industries — and, on the flip side, differentiators to consider that are unique to our industry — that will make or break the success of an advisor’s subscription-based business.

What does financial advice have in common with Netflix? HTK President and CEO Tim Donahue shares how financial professionals can find success with subscriptions. Read more on Financial-Planning.com. 

Note: In accordance with Regulation Best Interest, HTK now refers to its investment professionals as "financial professionals" in place of "adviser" or "advisor." 2590662AL_JUN21; 2635891AL_JUL21; 3167998AL_JUL22

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