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advisory roadmap


What is the Professional Advisory Model™?

pamemail.gifWe’ve interviewed thousands of financial advisors and Registered Investment Advisors with a minimum of 10 years of service, $250,000,000 in assets under management and $3 million or more in production per year to collect the data used to construct this model. The PAM™ breaks down a financial advisory practice into seven key categories focused on leadership, growth and innovation. 

Watch this short overview video from ClientWise CEO, Ray Sclafani, on the Professional Advisory Model™