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Wealth Professional | 17 Mar 2015, 09:36 AM Agree 0
Advice-only advisors spend a majority of their time either meeting with clients or putting together financial plans yet a big part of their business lies behind the scenes.
  • Kathy Waite Your Net Worth Manager | 17 Mar 2015, 02:14 PM Agree 0
    I bill in advance year 1 and collect a cheque at annual review meetings. Some clients use Interact. I wont use credit cards due to the % they charge , its another overhead to pass onto cleints. I use Freshbooks that sends invoices and receipts out and also a customer survey that has led to some great feed back I was able to use as testimonials.
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