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Since ClientWise was founded in 2006, we have interviewed thousands of financial advisors, teams, and Registered Investment Advisors with a minimum of 10 years of service, $250 million in assets under management and $3 million or more in production per year. Using data from these interviews, we constructed our proprietary model for financial advisory practices, The Professional Advisory Model™ (PAM™). The PAM™ breaks down a financial advisory practice into seven key categories focused on leadership, growth and innovation, and serves as a roadmap for content throughout the workshops.

Select the area of the Professional Advisory Model™ you'd like to explore in our eLibrary!

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