You've Been Framed is a comprehensive guidebook that offers a proven five-step system for wealth management professionals to reframe their businesses and strengthen client relationships. By determining their current frame, identifying their desired positioning, creating a compelling marketing story, reengaging clients, and building a network of trusted professionals, readers can attract prospects, secure the next generation of clients, and ensure the long-term success of their firms.
This book also provides access to the ClientWise eXchange, an exclusive online platform that offers proprietary content, connections with elite financial advisors, and access to highly-credentialed executive coaches, providing valuable support and insights to readers on their journey towards reframing their wealth management businesses.
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