In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners

In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners

Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession’s theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that assistance their businesses to grow. In Search of the Perfect Model profiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses—offering instructive lessons to their peers. Beginning with an ove

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