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Business Development and Consulting Services

The foundation of any successful business is a sound business plan designed around the strengths of the individual. Unfortunately financial services firms typically force individuals to adapt to the needs of the company, putting its’ needs ahead of both the advisor and clients. Upon affiliating with Global View, advisors are guided in developing a business plan based upon their strengths. With a thoughtful plan complete, the advisor can then access the appropriate product solutions and business development programs needed for creating a successful business.