| Description |
xxii, 342 pages : illustrations ; 24 cm |
| Note |
Includes index. |
| Contents |
Introduction : building your multi-million-dollar practice -- 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" -- Ethics and compliance systems -- Pulling it all together. |
| Subject |
Financial planners.
|
|
Investment advisors.
|
| Added Author |
Vessenes, Katherine.
|
| ISBN |
1419515055 |
|
