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Business Consultant Services include the following services:

• Organize and assign business projects.
• Meet with clients to perform assessments.
• Develop and implement an ongoing budget.
• Develop detailed business plans.
• Help to recruit new hires.
• Develop and implement promotional campaigns.

Financial Consultant Services include the following services:

• Providing financial advice to clients based on their circumstances, and desired risk and desired level of future investment growth
• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients
• Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
• Keeping up to date with the latest financial products and regulatory changes