Process Over Percentage is What Keeps Your Business Up When Markets Are Down

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Advisor Talk

 

Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns.  Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting Partners CEO Frank LaRosa details in this episode along with practical guidance on redirecting client conversations away from portfolio percentage and towards long-term strategy.

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