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Ownership & Equity Based Business Model

Industry leaders in business transitions and valuations have determined that 70% of financial advisors truly own no more than their job. The Global View business model is designed to provide advisors the support and infrastructure needed for success without interfering with their ability to harvest the value of their life’s work. This all starts with having control of the clients’ confidential financial information, which as a Global View advisor you are contractually, granted ownership.