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About Us | StrategyB4Tactics | Business Strategies for Financial & Legal Professionals - STRATEGYB4TACTICS®

http://www.strategyb4tactics.com/about-us.html

Succession Planning For Financial Planners - Call Us at 704-421-8353. Coaching is an area where StrategyB4Tactics excels. Participants in our programs will find they develop a long-term relationship with their coaches. If you are ready to develop a Strategy that: has specific tactics, is time-bound, measurable and directed to increased profits while developing a real world succession plan, we would like to chat with you. We are committed to being:. Change is difficult especially for seasonal staff.

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Testimonials | StrategyB4Tactics | Business Strategies For Financial & Legal Professionals - STRATEGYB4TACTICS®

http://www.strategyb4tactics.com/testimonials.html

Succession Planning For Financial Planners - Call Us at 704-421-8353. We Think We're Great! However, Don't Just Take Our Word For It! Read What Our Clients Have To Say! Shane Robinson, Financial Advisor, MBA. Matthew Andersen, CPA. I met Paul the summer of 2012. He provided me with guidance on a marketing/business decision that I had to make at that time. His advice was spot on! Well, I can say that Paul and his team have met and exceeded my expectations! Bruce Ogier, President, Capital Analysts of Jacks...

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Succession Strategy | StrategyB4Tactics | Growth Strategy For Financial Planners | Succession Planning For Financial Planners - STRATEGYB4TACTICS®

http://www.strategyb4tactics.com/succession-strategy.html

Succession Planning For Financial Planners - Call Us at 704-421-8353. Succession planning is a growth strategy! We provide a customized strategy that combines factual analysis with your live plan . We will develop a customized strategy that will assist you. In meeting your fiduciary responsibilities to your clients, family and staff :. In maximizing the value of the firm. Providing a smooth transition for your clients. Assist your staff in understanding and owning the strategy. 1, 3 and 5 year goals.

4

Succession Tactics | StrategyB4Tactics | Business Strategies for Financial & Legal Professionals - STRATEGYB4TACTICS®

http://www.strategyb4tactics.com/succession-tactics.html

Succession Planning For Financial Planners - Call Us at 704-421-8353. Succession Tactics for Financial Advisors are those behaviors and structural changes that are required for meeting your long-term strategy and annual goals. Our approach is different than most consulting firms:. Our engagement typically continues after the initial strategy engagement. We assist you in reviewing your current client acquisition and service offering. We Can Help You With. Cultural Review and articulation.

5

STRATEGYB4TACTICS® - | StrategyB4Tactics | Business Strategies for Financial & Legal Professionals

http://www.strategyb4tactics.com/news.html

Succession Planning For Financial Planners - Call Us at 704-421-8353. 5 of the Best Ways to Prospect for New Customers on LinkedIn. Guest Blogger: Paul B. Davis, MBA. LinkedIn is a wonderful tool for companies to use to gain new relationships, partnerships, and clients. Using the site in the correct way is paramount, however, to reap the full spectrum of business rewards. Here are 5 of the best ways to gain new prospective customers. Connect and interact with them whenever possible. At NextStep Marketing...

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Strategy & Resources: RESOURCE PARTNERS

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Strategy and Resources, LLC. Matt Lynch with the Strategy and Resources resource partners. Read partner bios. Front row, left to right:. Marty Miller- Clear Path Consulting, Matt Lynch- Strategy and Resources, Julie Littlechild- If Not Now Research, Marion Asnes- Idea Refinery. Back row, left to right:. David Girmann- Strategy and Resources, Robert Cogan- StrategyB4Tactics, Mitch Vigeveno- Turning Point, Marie Swift- Impact Communications. Turning Point, Inc. For organizations, the company conducts custo...

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