Summary: For advisors to capture more affluent business and demonstrate their value beyond performance, they’ll have to transform their business. Here are four steps to making 2015 the year of Financial Advisor Transformation.
 No financial advisor is going to transform his or her business overnight. Think in terms of one client at a time, one professional referral alliance partner at a time, and an ongoing commitment to raising the bar over time.Matt Oechsli, Author, Building a Successful 21st Century Financial Practice. |
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