2020年11月22日 5:09 AM #10237Efren Zafferゲスト
Building a World Class Wealth Management Business
by John J. Bowen Jr., Jonathan Powell, Patricia J. Abram
- Release date: June 18, 2008
- Format: hardcover, 158 pages
- Author: John J. Bowen Jr., Jonathan Powell, Patricia J. Abram
- ISBN: 9780615199283 (0615199283)
- Language: english
- Publisher: Ceg Worldwide Llc
About The Book
The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.
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