Mastering High Net Worth Selling: The Critical Path
One of the few books I have seen which presents a step-by-step approach to going up-market. --Uwe E. Schweikert, Vice President, American ExpressThis book focuses on the issues that hold advisors back from success with HNW individuals. --Michael A. Lynch, Managing Director, Merrill LynchWhat I like best about the book is its realistic approach to prospecting HNW investors. --Patricia S. Otterson, Senior VP, Purdential Securities