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Business Models for Financial Advisors: Develop and articulate your unique business model

By Christine Timms
eBook
$9.99
By Christine Timms
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Develop and Articulate Your Unique Business Model


Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.


An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service model. It includes completed checklists based on ...

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