Consulting V3

Broker/Dealer Consulting August 2007

Target Market ,[object Object],[object Object],[object Object]

Broker-Dealer’s Value Proposition ,[object Object],[object Object]

Personnel ,[object Object],[object Object],[object Object],[object Object],[object Object]

Revenue Growth & Cost Efficiencies ,[object Object],[object Object],[object Object],[object Object]

Technology ,[object Object],[object Object],[object Object],[object Object]

Business Process Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object]

Project Management ,[object Object],[object Object]

Compliance ,[object Object],[object Object],[object Object]

Advisory Services ,[object Object],[object Object],[object Object],[object Object]

Wealth Management Training ,[object Object],[object Object],[object Object]

Insurance Operations ,[object Object],[object Object],[object Object],[object Object],[object Object]

Distribution Management ,[object Object],[object Object],[object Object],[object Object]

Potential Partnerships ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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