Once a month, we send out a success strategy or practice management idea aimed at helping independent advisors become more productive and profitable. We may link you to an especially poignant article or steer you toward an industry discussion board that provides helpful insights. We may send commentary on something we’ve read or feel strongly about. Whatever we send, we promise it will be a "quick read" containing targeted information and thoughts about how you can build an outrageously efficient and profitable fee-based business.
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“Today I have systems in place for everything from when and how to send birthday cards to quarterly letter setups to client review months. Before I transitioned to my own RIA, I didn’t have any of this in place.”
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