Building your multi-million-dollar practice
Subtitle: 8 success strategies of top producing advisors
By: Peter Vessenes, Katherine Vessenes.
Contributors: Vessenes, Katherine.
Publisher: Dearborn Trade Pub.
Published: 2005
Place of publication: Chicago
Language: eng
Number of pages: 342
Subjects: Financial planners.; Investment advisors.
Notes: Includes index.
Table of contents: title: Introduction : building your multi-million-dollar practice; title: The star-based business that transitions into the team-based business; title: Strategic planning : tactics that work; title: Why sound fiscal and asset management is essential to growth in any practice; title: Marketing is everything, or putting derrieres in chairs; title: Operations that provide a financial adviser with superior support; title: Excellent employees; title: Defined sales system that becomes the "no-sell sale"; title: Ethics and compliance systems; title: Pulling it all together.