POWER IN PRACTICE: A Coaching Program to Last a Career

Youngwirth, Joni
April 2013
Investment Advisor;Apr2012, Vol. 33 Issue 4, p30
The article focuses on some key factors using them an advisor can increase their firm's profit, including clients, production enhancement and fee structure. It mentions that an advisor should keep all the records of clients including household and average revenue. It further suggests advisor to build long term goals for their firm including strategic alliances, purchasing a practice and growing a junior advisor.


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