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Articles

Making Your Advisers Champions (Money Management Magazine)

In this article, LEYLA BANAEI discusses the concept of bringing in a coach to... more >

Recession Proofing Your Marketing (Money Management Magazine)

In this article, LEYLA BANAEI says now is the most important time to be focusing... more >

How To Find 'The One' (Money Management Magazine)

In this article, LEYLA BANAEI outlines 10 steps every financial planning practice... more >

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Embracing Fee For Service - 7 Strategies For Boosting Your Profits Instantly!

There has been a strong movement towards a fee for service model of financial advice in our industry for a while now, yet only a small percentage of practices utilise the fee for service model successfully. So what is it that these advisers are doing which is assisting in the implementation of a fee for service model of advice that is boosting their profits? Whether your clients have $5,000 or $5,000,000 learning the skills of communicating your fees for service and charging fees will enhance your professionalism as planner and boost your practice's bottom line
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