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

Please or Register to post comments.

Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×