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Practice Management Complimentary Tools and Assessments



Building, growing and exciting a successful financial advisory business is more than just an ability to generate revenue and manage the business. It requires you to go beyond client care, professional competence, identify client risk, determine asset allocations, and prepare financial plan recommendations. "It is about running a business better to achieve your goals". Our practice management complimentary tools and assessments are designed to help you achieve just that.

 

Technology and Engagement Questionaire

Technology and Engagement Questionnaire

Indicator  


Practice Assessment

Practice Assessment

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First Year Budget

First Year Budget

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Cost of a bad hite

Calculate the cost of a bad hire

Indicator  




80/20Rule

Impact of the 80/20 rule on your business

Indicator  




   


Quate of the Day

Quote of the day

It’s my problem if my clients don’t get it. —Karen Altfest

 
 

Contact

Contact us



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