PW Whitepapers


October 2016  

Answer the $1 million question for your business.        
Can refocusing your business model help
recharge your business’s value? 

Together with FP Transitions®, we completed an in-depth analysis of the Client Manager vs. Investment Manager business models and learned that advisors who focus on the client can increase the value of their business by more than $1 million over a 10-year period.

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