How the Best Financial Advisors Build Their Practice

Building a big, professional practice demands confidence.  The Personal CFO Model gives financial advisors the confidence required to build trust, loyalty and long-term client relationships.  It does this by networking with accountants, lawyers, money managers, insurance specialists and lenders . . . all the specialists required by today’s clients.  Using Moshe Milevsky’s concept of “You Inc.” allows an advisor to build a practice that puts your clients at the top of the structure and allows you to guide them confidently towards their personal financial goals.

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