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Multidiscipline Practices: The Business Model of the Future Today

Published By: NFP Advisor Services
NFP Advisor Services
Published:  Feb 27, 2015
Length:  44 pages

Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.



Tagsbusiness models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance, financial needs, investing, small business, finance