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Book Cover
Author Leo, David I., author.

Title The Financial Advisor's Success Manual [electronic resource] : How to Structure and Grow Your Financial Services Practice / David I. Leo, Founder, Street Smart Research Group LLC, Craig Cmiel, Co-Founder, Great Lakes & Atlantic Wealth Management & Advisory Partners LLC.

Publication Info. [Place of publication not identified] : AMACOM, [2017]


Description 1 online resource (288 pages)
text txt rdacontent
computer c rdamedia
online resource cr rdacarrier
text file rdaft
Access Access limited to subscribing institutions.
Summary "You may have heard that financial service firms aren't traditionally designed for serious growth. Well, they were wrong! Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? The Financial Advisor's Success Manual provides all the answers and strategies you need to do just that.Complete with proven techniques, expert insights, and practical tips to maximize your profitability, this one-stop guide will show you how to break the cycle of moderate growth by teaching you how to:• Develop a differentiation strategy• Define and implement your six core client-facing processes• Balance the cost of services with the value delivered• Enhance client loyalty• Perfect your personal marketing and sales approach• And more!You didn't start your financial services firm with a goal of modest gains. So don't settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better."-- Provided by Freading.
Note Publisher metadata.
Subject Financial planners.
Investment advisors.
Financial services industry.
Genre/Form Electronic books.
Added Author Cmiel, Craig, author.
ISBN 9780814439142 (epub)
9780814439135 (print)
Standard No. 9780814439142

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