Description
The first section of Building Your Business is an orientation to the rapidly changing competitive dynamics of the investment advisory business. The book provides up-to-date studies on the trend of financial advisor independence, and data on the increasingly important role of professionals such as accountants, attorneys, and insurance agents. The second section focuses on the dynamics of more effective prospecting, selling and servicing of the affluent market. An innovative model of high-net-worth psychology shows how advisors can close more business with clients. Additional data is provided on best practices of leading advisors in client retention.
ASIN: 0965839109
VSKU: BVV.0965839109.G
Condition: Good
Author/Artist:File, Karen Maru|Prince, Russ Alan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.
ASIN: 0965839109
VSKU: BVV.0965839109.G
Condition: Good
Author/Artist:File, Karen Maru|Prince, Russ Alan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.