Advisory practices must “lead with advice”. The Asset-Map process and its toolset is a force for robust conversations that provides the basis for your advice. This is the essence of the process of working with prospects as well as with clients.
Read MoreLook at using Asset-Map for business development as a program or campaign, one that takes proper planning and preparation to get the results you are seeking, business growth via new clients and assets. Big opportunities require big efforts.
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