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  • Vessenes, Peter.
     
     Subjects
     
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  • Financial planners.
     
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  • Investment advisors.
     
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  •  Building your multi-...
     
     
     
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    Building your multi-million-dollar practice : 8 success strategies of top producing advisors / Peter Vessenes, Katherine Vessenes.
    by Vessenes, Peter.
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    Chicago : Dearborn Trade Pub., c2005.
    Subjects
  • Financial planners.
  •  
  • Investment advisors.
  • Electronic Resourcehttp://www.loc.gov/catdir/toc/ecip058/2005005517.html
    ISBN: 
    1419515055 :
    Description: 
    xxii, 342 p. : ill. ; 24 cm.
    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.
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    Hawaii State LibraryBusiness, Science & Technology332.024 VeChecked InAdd Copy to MyList


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