December Week 1: Reviewing 2008
The challenge: Creating a workable and measurable plan when you’re not sure how to start or where you’ll find the time to do the necessary work.
Successful advisers plan. They work from an annual business plan that includes a clear segmentation of their client base, appropriate service levels for those segments, a focused communications program with investment and lifestyle ideas, goals for assets under management and a top-client asset rete
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