Tuesday, March 19, 2024

Tag: value proposition

Case Study – Why I Became An Adviser

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Risk Management, Estate Planning & Business Succession Specialist, Mark Everingham, watched his family struggle financially after his father suffered a heart attack. The experience would have a significant impact on Mark’s future career path, as he shares here…

Case Study – Building Referral Partnerships: The Ownership Model

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This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'Ownership' model. This approach involves buying an...