Key Takeaways: Work smarter, not harder: The Elite Advisor Program teaches advisors nine effective methods for attracting clients, shortening the prospecting process, and transforming their advisory business. By understanding their target market’s...
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From Success to Succession: Preparing Your Firm for a Smooth Transition
Key Takeaways: Establish a capable and independent team to ensure the firm can function smoothly without your direct involvement. Implement replicable and independent systems to maintain a high level of client service...
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