The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
“…information on marketing, prospecting, sales and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often. "-- Research Magazine“…filled with valuable information from a smart manager who has been there and done that successfully.”-- On Wall Street"...a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.”-- Agent’s Sales Journal“…providing clear…processes for defining and implementing proven marketing tactics for financial practices to use as a guideline… give[s] new and existing owners some food for thought.”Broker Dealer Journal“… an easy read…providing clear and methodical processes for defining and implementing proven marketing tactics for financial practices…” -- Broker Dealer Journal