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Advisors seeking to grow their practice by acquiring other practices, whole or in part, must position themselves as the "buyer of choice" well in advance of the seller placing his or her practice on the market. An Acquisition Marketing Plan can help. Click here to access the white paper.
The Next Level: Building a Million Dollar Practice For independent financial advisors wanting to take their business to the next level, there is no better strategy than studying those advisors who have already reached the pinnacle of success. Click here to access the white paper.
Managing Your Practice in a Shrinking Economy This paper outlines fundamental strategies for creating an emergency operating plan designed to position advisors for success during tough economic times. Click here to access the white paper.
Capturing the Income Distribution Opportunity Structure clients' distributions to ensure reliable income through retirement. Click here to access the white paper.
Hindsight 20/20 Compliance lessons from the past, preparing advisors for the future. Click here to access the white paper.
View Free Informative Webinar Ignite Your Practice: Surefire Ideas from Industry Trailblazers When you visualize your practice, do you see obstacles or opportunities? Presented by Securities America and Financial Advisor magazine on May 28th, 2009, this FREE webinar featured $11 Million producer Ron Carson; nationally recognized advisor team of Scott Hanson and Pat McClain; and top branch manager Don Patrick. Whether you target high-net-worth or mass affluent clients, or you are a branch manager seeking ways to motivate your advisors, you will take away ideas for making this a career-defining year.
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