How to Build a 21st Century Financial Practice
Product Description
How to Build a 21st Century Financial Practice
- Used Book in Good Condition
This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the entire process of attracting, servicing, and retaining affluent clients.
Technical Specifications
You might also like
Becoming a Rainmaker: Creating a Downpour of Serious Money
The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life
The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
Storyselling for Financial Advisors : How Top Producers Sell
Questions Great Financial Advisors Ask... and Investors Need to Know
The Affluent Handbook:Understanding America's Top Income Quintile
Best Practices of Elite Advisors
The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money