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W.I.S.D.O.M. Methodology

Updated: Dec 7, 2020

This is the first port of call for me when a new business engages The Money Advisers to support their growth goals.

It is a simple, practical and helpful method that helps me resolve very quickly where a business is right now in their business development cycle and the most efficient place to focus their efforts today.


Like a lot of things at TMA, this is the byproduct of more than 2 decades of practice, innovating and course correcting.


Everything we do at The Money Advisers fall out of one of these 6 core areas: W.I.S.D.O.M.


If you'd like that blue sky sparring partner to be me (I'm Bob Quinn) you can book a free-30-minute Synergy Session over here and we'll make that happen.


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