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Pt 1. Elevate Your Financial Advisor Business Plan
You spend your days counseling clients as to the critical importance of careful and proper planning. Yet a great many of you either don’t have a business plan, or haven’t revised and updated it since you first started practicing. So ask yourselves a few questions: Does your firm today look identical to how it looked on Day One? Do you have the exact same service offering, same team members and same assets under management? More importantly, do you expect and desire the.....
December 10, 2015
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Category: Business and Operations Management, Business Development
