Evidenced-Based Wealth Advisory Model for the Independent Advisor

Resource Description

Recent studies show that Advisors who have adopted a comprehensive Wealth Management practice versus a transaction-oriented model enjoy a higher rate of income. This white paper explores how a disciplined approach to a consultative Wealth Management sales process can lead to increased client satisfaction and increased productivity.


  • Resource Type

    White Paper
  • Publish Date

    Jul 6, 2012

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