Operating an independent advisory practice requires expertise in a multitude of various fields. Many advisors will typically focus on client relationship management and financial planning as their primary disciplines (and rightfully so), as these are the core functions of the profession. However, it’s also important to remember that your advisory practice is a business and should run as such to achieve the levels of growth and profitability that you desire.
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Business DevelopmentProduct R + D
How to Be a Health Care Advocate [Client Infographic]
by Mark Stewartby Mark StewartUpdated September 6, 2023, at 8:38 PM Caregiving is a vital part of any long-term care (LTC) plan. Whether certain clients decide to self-fund or utilize LTC products, the reality is that …
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As we mature and experience life, with its hurdles and rewards, we rarely contemplate long-term care (LTC) and the possibility that there may be a time when we’ll need it. The truth …