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

Bibliographic Details
Main Author: Vessenes, Peter
Other Authors: Vessenes, Katherine
Format: Book
Language:English
Published: Chicago : Dearborn Trade Pub., [2005]
Subjects:
Financial planners.
Investment advisors.
Online Access:Table of contents
Table of Contents:
  • Introduction : building your multi-million-dollar practice
  • 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"
  • Ethics and compliance systems
  • Pulling it all together.