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

Enregistré dans:
Détails bibliographiques
Auteur principal: Vessenes, Peter
Collectivité auteur: ebrary, Inc
Autres auteurs: Vessenes, Katherine
Format: Électronique eBook
Langue:anglais
Publié: Chicago : Dearborn Trade Pub., c2005.
Sujets:
Accès en ligne:An electronic book accessible through the World Wide Web; click to view
Tags: Ajouter un tag
Pas de tags, Soyez le premier à ajouter un tag!
Table des matières:
  • 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.