Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers / Cliff Oberlin and Jill Powers ; with a foreword by John Bowen
- Five trends, endless opportunities -- Fewer arrows, bigger targets : focus on affluent clients -- Graduating from the yellow pad : apply the advanced consulting process -- Build high-impact client relationships : a crash course -- Take the wheel : don't let your business drive you -- E = MC[superscript 2], or education = more compensation[superscript 2] : commit to ongoing learning -- Building a deeper bench : forge strategic alliances -- The search for greener pastures : your independent broker-dealer choices -- A view from the inside : evaluating potential broker-dealers -- Making the change : transitioning to a new broker-dealer -- Look before you leave : going independent -- A win-win situation : building a great relationship with your broker-dealer -- Pulling it all together : design for success -- Resources.
- 1576601587 (alk. paper)
- Includes index.
View MARC record | catkey: 2708726