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A Complete Workflow for Establishing Productive, Long-term Relationships

Comprehensive financial planning services represent a significant growth opportunity for financial advisors. Following the practice standards set in the CFP Board's seven-step financial planning process, advisors can provide clients with transparent, holistic views into their finances. This improves financial outcomes for clients and drives both retention and growth for advisory firms.

 

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“I’m always looking for the greater purpose in a client relationship. It goes beyond money—I have a responsibility to protect families and help them achieve their goals.” 

 

— Kyle Brownlee, Wymer Brownlee WeaLth Strategies

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IN THIS NEW eBOOK, YOU'LL LEARN HOW TO:

  • Deliver comprehensive financial advice
  • Create meaningful experiences that help clients achieve their financial goals
  • Retain clients and grow your business
  • Implement best practices as recommended by the CFP Board

FREE DOWNLOAD