Implement best practices as recommended by the CFP® Board.
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| | | | Improving outcomes and driving growth: The six-step financial planning process | | Hello Voornaam, | | Comprehensive financial planning services represent a significant opportunity for small businesses. To create plans that improve financial outcomes for their clients, and help grow their practices, advisors should adopt a comprehensive approach to planning, as recommended by the Certified Financial Planner Board. | | Download your copy of this white paper to learn how to: | | Provide clients with transparent, holistic views into their finances Build an integrated and automated business approach 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 |
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