Please Confirm You Qualify...
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Please confirm you are a qualified Financial Advisor advising clients OR you are an owner of a financial advice business
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Yes. I am a financial advice professional
No. I am not a financial advisor
Are you a Certified or Chartered Financial Planner?
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Yes. I am Certified / Chartered
Not yet! Although I'm working on it.
I have no intention to become either.
Where in the world are you?
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Finally, which of these, if any, is your greatest challenge right now?
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Demonstrating value to clients
Getting more of the RIGHT clients
Increasing your fee income
Too many unprofitable / low value clients
None of these
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