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To move from a Broker to a Broker Business requires establishing and recording a detailed business plan, and setting actions to achieve it.

The nMB Broker Business and Action Plan captures the broker’s key past performance measures and future targets. This provides a concise, easy to read and actionable document for the broker to track performance against their goals.

The BAP Workbook is used to generate a simple plan of the broker’s current and future financial performance, that can be incorporated into the Business & Action Plan.

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