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FAIS Compliance Report

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FAIS Compliance Report
Working Smart

By Lee Rossini

As financial planners, we seldom stop to think about the services we offer and how the nature of these services impact on our relationship with our clients. The differences between goods (products) and services are important when developing a business model, marketing plan or client engagement process.  Goods are tangible objects that can be created and sold or used later. A service, although more difficult to define, consists of economic activities such as product time, place, form or psychological utilities. Services are intangible acts, deeds or performances.

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