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Library

Events, Workshop and Coaching Brochures

Articles

  • Ramping Up Your Fee Based Practice - John Page CFP, R.F.P.

This article, by Wealth Enhancement Academy President, John Page, describes the steps needed to build a fee-based practice. It provides an overview of what John has done to create a robust, value-oriented financial advisory practice. You will also find a sample client/advisor engagement agreement that John uses in his practice. There is also an overview of the action plan process, again with multiple examples. This 30-page article is packed with valuable information.

 

Request your copy ONLINE

Resources

Advisor Impact provides research, training and tools to help advisors build a foundation of profitable and loyal clients.

 

 

 


 

 

 

 

 

 
 


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