Building your multi-million-dollar practice [electronic resource] : 8 success strategies of top producing advisors / Peter Vessenes and Katherine Vessenes.
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BookPublication details: Chicago : Dearborn Trade Pub., c2005.Description: xxii, 342 pSubject(s): Genre/Form: DDC classification: - 332.024/0068/4 22
- HG179.5 .V474 2005eb
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| 332.024 Lifelines for money misfortunes | 332.024 Wealth secrets of the affluent | 332.0240068/4 The efficient practice : | 332.024/0068/4 Building your multi-million-dollar practice | 332.024/0068/8 Making the client connection | 332.024/0068/8 Your clients for life | 332.024/0084/60973 Perspectives on the economics of aging |
Includes index.
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.
Electronic reproduction. Palo Alto, Calif. : ebrary, 2009. Available via World Wide Web. Access may be limited to ebrary affiliated libraries.
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