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The Financial Advisor's Success Manual E-Book
Free E-Book by David I Leo
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