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Library


Events, Workshop and Coaching Brochures


Articles

  • Ramping Up Your Fee Based Practice - John Page CFP, R.F.P.

This article, by Wealth Enhancement Academy President, John Page, describes the steps needed to build a fee-based practice. It provides an overview of what John has done to create a robust, value-oriented financial advisory practice. You will also find a sample client/advisor engagement agreement that John uses in his practice. There is also an overview of the action plan process, again with multiple examples. This 30-page article is packed with valuable information.

 

Request your copy ONLINE


Resources

Advisor Impact provides research, training and tools to help advisors build a foundation of profitable and loyal clients.

 

 

 


 

 

 

 

 

 

 


© 2004-2010 Wealth Enhancement Academy Inc. "Wealth Enhancement Process®" "Return On Life™" "Wealth Enhancement Practice™" "Wealth Enhancement Framework™" "Process, Knowledge, Tools & Technology™" are trademarks or registered trademarks under the Canadian Trademark Act, and are property of the Wealth Enhancement Academy Inc. Unauthorized use without expressed written consent is prohibited
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