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ADVISOR PRACTICE MANAGEMENT OFFICES
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OUR IDEAL CLIENTS
We work with three types of clients
01
Coaching- Top performing advisors with 10+ years of experience and a large client base looking for coaching.
02
Training- Advisors looking for online training programs to give them the tools and resources they need. with a larger client base wanting to transition into fee based practices.
03
Speaking and workshops- Financial firms who want to implement more practice management processes into their advisors business.