In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
Feel free to print it out and engage your advisors in a conversation about their service models, how they may improve their process and how you may be able to help.
Enjoy the read.
All That Glitters Is Platinum • The Wealth Channel Fall 2012 by Rob Shore on Scribd
We’re speaking to prospective coaching clients everyday and would be delighted to spend time with you to discus your objectives – both for your practice today and for your future career.
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