Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Client Information
2023-03-10 • 20 second read

The most valuable intellectual property in your business is the information you have on your existing clients. What you know about your clients’ goals or aspirations as it relates to their money and the services you provide is important; however, the critical asset is what you know about your client’s family, occupation and recreational interests - this is your clients’ WHY.

WHY haven’t you taken the PMI Assessment? It’s free, and it will help you to identify the Opportunity Gaps that can propel your business to the next level. Take the free PMI Assessment today at: www.practicemanagementindex.com

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