TITLE

POWER IN PRACTICE: A Coaching Program to Last a Career

AUTHOR(S)
Youngwirth, Joni
PUB. DATE
April 2013
SOURCE
Investment Advisor;Apr2012, Vol. 33 Issue 4, p30
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
86433791

 

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