The Ultimate Financial Advisor: The 12 Pillars of a Billion Dollar Practice - Couverture souple

Redfern, Draye; Anderson, Brittany; Sweet, Bryan

Couverture souple

ISBN 10 : 1732973458 ISBN 13 : 9781732973459

Editeur : Redfern Media, 2022

Synopsis

Have you dreamt of becoming a Ultimate Financial Advisor, but don't know where to start? Maybe you've been a financial advisor or wealth planner for some time, but want to deepen the relationships with your current clientele.

This book will reveal the 12 Pillars that are necessary for any Advising practice, regardless of their size.

Not only will you uncover the strategies, marketing, and systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to help reach your ultimate goals as a Financial Advisor.

By the time you finish this book, you will have a clear step-by-step framework that you can use to attract more prospects, nurture and retain existing clients, and deliver a world class service.

As an added bonus, there are also FREE downloads and resources to accompany the book.

Détails de l'édition

• Éditeur: Redfern Media
• Date d'édition: 2022
• Langue: anglais
• ISBN 10: 1732973458
• ISBN 13: 9781732973459
• Reliure: Broché
• Nombre de pages: 195
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg