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An Infographic
[By Gabriel Lalonde]
To gain a better understanding of how today’s investment advisor’s are running their practices, Maximizer Software commissioned an original study based on surveys with 903 financial advisers from Canada and the United States.
The goal of the survey was to identify specific issues and trends that make investment advisers more successful.
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[Click to Enlarge]
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Unique
The infographic above illustrates what sets top investment advisers apart from the rest of their peers.
Assessment
To find out how your practice can become a top performer take a look at our report!
More:
Conclusion
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OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- FINANCE: Financial Planning for Physicians and Advisors
- INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
- Dictionary of Health Economics and Finance
- Dictionary of Health Information Technology and Security
- Dictionary of Health Insurance and Managed Care
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Filed under: Ethics, Practice Management, Risk Management | Tagged: Maximizer Software, Top Performing Financial Advisers | 1 Comment »
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