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  THE BUSINESS PRACTICE CHECKUP

The Business Practice checkup begins with the end in mind: building a prime practice and operating at the peak of your game.

It was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission in our business.   

The “Prime Practice” has two characteristics: