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How to Protect Your Income while Transitioning to a Fee-based Business
This coaching session walks through a series of questions from a successful financial advisor on transitioning her practice to a fee-based, wealth management model. The answers to these questions focus on having a discipline for working through current and future relationships as well as keeping an eye on the bottom-line. Making changes to the way you do business does not mean you need to sacrifice near-term profits. In fact, when done properly it will increase your new business opportunities. . . . (to read the remainder of this article, please log in below.)
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