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Financial Advisor VA Services

CS
Collette Schultz
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Financial Advisor VA Services por Mind Map: Financial Advisor VA Services

1. Technology-related Services

2. Staffing

3. Marketing Strategy

4. Service Model

4.1. Client leads

4.2. Create Client Portfolios

5. Financial Workbook and Worksheets

6. Creating and maintainging lifeguides

7. Strategic Planning

8. Operations / Back Office

8.1. Newsletters

9. Goals and Succession Planning

10. Compliance Research

10.1. Tax

11. Create Presentations