Building your multi-million-dollar practice 8 success strategies of top producing advisors /

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Hlavní autor: Vessenes, Peter
Korporativní autor: ebrary, Inc
Další autoři: Vessenes, Katherine
Médium: Elektronický zdroj E-kniha
Jazyk:angličtina
Vydáno: Chicago : Dearborn Trade Pub., c2005.
Témata:
On-line přístup:An electronic book accessible through the World Wide Web; click to view
Tagy: Přidat tag
Žádné tagy, Buďte první, kdo vytvoří štítek k tomuto záznamu!
Obsah:
  • Become a multimillion-dollar financial advisor
  • The star-based business that transitions into the team-based business
  • Strategic planning: tactics that work
  • Why sound fiscal and asset management is essential to growth in any practice
  • Marketing is everything ... or putting derrieres in chairs
  • Operations that provide a financial adviser with superior support
  • Excellent employees
  • Defined sales system that becomes the "no-sell sale(tm)"
  • Ethics and compliance systems
  • A peek inside a superstar's offices or my personal experience as a financial advisor
  • Pulling it all together.