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A Modern Guide to Growing Your Third-Party Planning Business

New commission structures and technology advancements have put third-party planning at a crossroads. In addition to reduced commissions, more competitors are now vying for the same market segments.

Savvy planners have quickly recognized the shift and adjusted their business models to leverage new growth opportunities.

Explore the different ways planners are creating new revenue streams by providing a wider range of services customers need most today. You’ll learn:

  • How to create “stickiness” and boost customer retention
  • How to gain market share in areas where you weren’t winning before
  • Why it makes sense to leverage technology to expand your scope
  • What services are in greatest demand today
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Strategies and tips to growing a diversified planning business.

You’ll find 40 tips, time-savers, value-adds and a detailed road map – all designed to help you leverage technology to create new revenue streams and grow your business.