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"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  

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