HELPING FINANCIAL ADVISORS BUILD THEIR DREAM BOOK
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The Financial Advisor's Success Manual E-Book |
Free E-Book by David I Leo
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Structure And Grow Your Financial Services Practice
• Develop a differentiation strategy
• Effectively segment your book and analyze opportunities • Define and implement your six core client-facing processes • Balance the cost of services with the value delivered • Formulate your business plan • Enhance client loyalty • Measure what matters • Perfect your personal marketing and sales approach |