Building your multi-million-dollar practice : 8 success strategies of top producing advisors / Peter Vessenes and Katherine Vessenes.
2005
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Ebrary electronic monographs.
Title
Building your multi-million-dollar practice : 8 success strategies of top producing advisors / Peter Vessenes and Katherine Vessenes.
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Added Corporate Author
Imprint
Chicago : Dearborn Trade Pub., [2005]
Copyright
©2005
Description
xxii, 342 pages
Formatted Contents Note
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.
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.
Note
Includes index.
Linked Resources
Language
English
Reproduction
Electronic reproduction. Palo Alto, Calif. : ebrary, 2005. Available via World Wide Web. Access may be limited to ebrary affiliated libraries.
ISBN
1419515055
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