Financial Planner's Guide to Implementing an Advice Based Practice

Financial Planner's Guide to Implementing an Advice Based Practice

Regular price $29.95 Sale

 

Financial Planner's Guide to Implementing an Advice Based Practice

Comprehensive Guide for Financial Planners on how to create an Advice Model - the first Step in implementing an effective on-line marketing strategy. This 119 page document contains detailed instructions on how to set advice based objectives, clearly define your target markets, establish the Advice Model and Pricing Model.