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P+P 2021: Investing in Your Future
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Start building the future of your practice today by understanding the factors that impact the value and sustainability of a financial services business. In this session we will discuss how transforming your firm into a comprehensive planning practice will not only help with retention of your clients and your team, but how the resulting multiple recurring revenue streams enhance the future value of your business. Learn how to assess contracts and product partners, calculate present value of compensation streams, and make the best choices today for your clients, your practice, and your team.
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