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Practice Optimization
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For Wholesalers

Increasingly, broker/dealers are looking to wholesalers for more than just product information. Focus Partners can help provide increased exposure to the firms and advisors you cover by enabling you to offer value added content for group meetings, study groups, lunch/breakfast presentations.

 

TOPICS MAY INCLUDE:

  • Business Planning
  • Niche Businesses
  • Client segmentation & service models
  • Team development
  • The client review lifecycle
  • Organization skills
  • Referrals
  • Effective marketing strategies
  • The client experience

Contact us for more information.


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