Financial Planner's Guide to Implementing an Advice Based Practice

Financial Planner's Guide to Implementing an Advice Based Practice

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Financial Planner's Guide to Implementing an Advice Based Practice

How to maximise the effectiveness of your expertise and advice by setting advice based objectives, clearly defining target clients, and establishing an Advice Model and Pricing Model.  Comprehensive Guide for Financial Planners on how to create an Advice Model - the first Step in implementing an effective on-line marketing strategy. This document contains detailed instructions on creating the advice and services for your clients.

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