Professional Practice Checklist
We've identified the 100 key factors to building and
maintaining a full, rewarding and profitable
professional practice and have grouped these into
10 distinct areas:
1. Strong Client Relationship
2. Service, Value & Excellence
3. A Cost-Free Practice
4. Referral Generation
5. High Productivity
6. Practice Management
7. Empowered Clients
8. Personal Balance
9. Accounting & Profitability
10. Potpourri
This program works for all types of
professionals and small business owners.
click on the link below to open the PDF document
CFA Professional lPracticet Checklist
