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

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Bibliografski detalji
Glavni autor: Vessenes, Peter
Autor kompanije: ebrary, Inc
Daljnji autori: Vessenes, Katherine
Format: Elektronički e-knjiga
Jezik:engleski
Izdano: Chicago : Dearborn Trade Pub., c2005.
Teme:
Online pristup:An electronic book accessible through the World Wide Web; click to view
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Sadržaj:
  • 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.