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Multidiscipline Practices: The Business Model of the Future Today

White Paper Published By: NFP Advisor Services
NFP Advisor Services
Published:  Feb 27, 2015
Type:  White Paper
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.



Tags : 
business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance, financial needs

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