View Guide: The Playbook for Top Financial Advisors

View the Playbook

About the Playbook

Companion Quiz:

Are You an Elite Advisor?

The Elite Advisor Playbook Overview

The Playbook shares an operational framework for top financial advisors by identifying four pillars to being an elite financial advisor:

Client service

Practice management

Wealth management

Business development

It also illustrates strategies and tactics that elite advisors demonstrate within each area.

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If you’d like to discuss the Playbook or how to implement its framework