Value of Advice Guide

Value of Advice Guide

200.00

Included within the sample guide for value proposition, are risks and warnings if your clients do not engage you, breakdown of hours and costs, and services to be provided. This is a sample guide and is open to you to evolve and expand on.

Included in the Value of Advice Guide (pp.29)

  • Value of Engaging a Financial Planner

  • Value of Ongoing Service with a Financial Planner

  • Value of Implementation by a Financial Planner

Please click the image to enlarge and to see samples of the documentation.

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