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Building your multi-million-dollar practice

by Vessenes, Peter.
Additional authors: Vessenes, Katherine. | ebrary, Inc.
Published by : Dearborn Trade Pub., (Chicago :) Physical details: xxii, 342 p.
Subject(s): Financial planners. | Investment advisors. | Electronic books.
Year: 2005
Online resources:
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Includes index.

Become a multimillion-dollar financial advisor -- The star-based business that transitions into the team-based business -- Strategic planning: tactics that work -- Why sound fiscal and asset management is essential to growth in any practice -- Marketing is everything ... or putting derrieres in chairs -- Operations that provide a financial adviser with superior support -- Excellent employees -- Defined sales system that becomes the "no-sell sale(tm)" -- Ethics and compliance systems -- A peek inside a superstar's offices or my personal experience as a financial advisor -- Pulling it all together.

Electronic reproduction. Palo Alto, Calif. : ebrary, 2009. Available via World Wide Web. Access may be limited to ebrary affiliated libraries.

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