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

Main Author: Vessenes, Peter.
Corporate Author: ebrary, Inc.
Other Authors: Vessenes, Katherine.
Format: Book
Language:English
Published: Chicago : Dearborn Trade Pub., c2005.
Subjects:
Online Access:http://site.ebrary.com/lib/ucy/Doc?id=10081738
Table of Contents:
  • 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.