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Barron's Advisor Partnership
Barron’s Advisor and ClientWise have united in partnership to further their respective missions of increasing the standards of success that advisors are held to. By combining ClientWise’s strategic coaching with Barron’s Advisor’s deep research and data capabilities, the partnership offers the resources and services needed to help advisors efficiently build enduring firms while maximizing enterprise value.
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You've Been Framed
If you haven’t actively nailed down what your business stands for—and what differentiates it from competitors—you’re likely reducing profits, talent, and the longevity of your firm. You’ve Been Framed gives you a process for taking control of your firm’s frame to attract prospects into your pipeline, win the next generation of clients, and deepen your business so it can thrive long into the future.
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