The Augmented Advisor

How Delivering Services Beyond Financial Advice Can Help You Grow And Retain Your Client Base


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Lacy Garcia, Founder and CEO of Willow offers some brilliantly simple ideas for financial advisors looking to grow their business while securing the legacy of the firm they have built to date. By going beyond financial advice and creating new, opportunities for your clients, prospects, and referral partners to interact, Lacy says you can create a unique, growth-oriented community that will thrive for generations to come.

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The Augmented AdvisorBy Blueleaf