Get your FREE Copy!
"Impact Advising Special Guidebook "
By reading this special guidebook, you'll discover:
- How to go beyond impact investing to impact advising.
- How to focus on client outcomes rather than focusing on the process.
- Identifying the different outcome and impact elements for clients.
- How to work with clients to identify impact benefits of working with an advisor.
The AdvisorRoadmap™ Virtual Training Platform is everything you want to know about Client Acquisition, Client Service, Leadership, and Time Management. It is available 24/7 on your computer, laptop, tablet, and mobile phone for a fraction of the value of just one decent client. Check it out by going to www.youradvisorroadmap.com.
AdvisorRoadmap™ Virtual Training Platform for Financial Advisors | Copyright 2019