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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Barron's Advisor

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How to Know Your Numbers

Knowing your numbers is a big diffe entiator for anyone looking to monotize the business. Knowing where adviser comp is, which leads tho net income will ultimately get you a much higher return efand when you decide to monotized the business. Being able to learn peer to peer, knowing your numbers, knowing i'm cold can be an important differentiator at some point in time.

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