Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers: Proven Techniques for Planners, Wealth Managers and Other Advisors - Rilegato

Oberlin, Cliff; Powers, Jill

Rilegato

ISBN 10: 1576601587 ISBN 13: 9781576601587

Casa editrice: Bloomberg Pr, 2004

Riassunto

Delivered with gusto and inspiration from two practicing planners, "Building a High-End Financial Services Practice is for aspiring and current financial planners who want to capture high-income clients and build relationships that are profitable in both up and down markets. The book gives advice about dealing with market volatility, new technology hurdles, more--and more-complex--financial products, and competition that seem to be coming out of the woodwork. It also contains invaluable advice on building lucrative alliances with other professionals. In addition, the authors include exclusive surveys of top financial planners and industry studies that identify trends, opportunities, and successful strategies. For those looking to manage a financial business for maximum efficiency, "Building a High-End Financial Services Practice lays out the map that will ensure success down the road.

Su questo libro

Descrizione del libro:

building a high-end financial services practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets. this book provides proven strategies for dealing with increased market volatility, new tech-nology hurdles, more and more-complex financial products, and competition that seems to be coming out of the woodwork. it also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business.

Contenuti:

foreword by john bowen, ceg worldwide

introduction

part 1 - it's still the only constant: an industry in change

1 - five trends, endless opportunities

part 2 - your essential toolbox: six strategies for success

2 - fewer arrows, bigger targets: focus on affluent clients

3 - graduating from the yellow pad: apply the advanced consulting process

4 - build high-impact client relationships: a crash course

5 - take the wheel: don't let your business drive you

6 - e = mc2, or education = more compensation2: commit to ongoing learning

7 - building a deeper bench: forge strategic alliances

part 3: mission possible: maximizing: your broker-dealer relationship

8 - the search for greener pastures: your independent broker-dealer choices

9 - a view from the inside: evaluating potential broker-dealers

10 - making the change: transitioning to a new broker-dealer

11 - look before you leave: going independent

12 - a win-win situation: building a great relationship with your broker-dealer

part 4 - the future awaits: transform your practice

13 - pulling it all together: design for success

resources

index

Su questa edizione

• Editore: Bloomberg Pr
• Data di pubblicazione: 2004
• ISBN 10: 1576601587
• ISBN 13: 9781576601587
• Rilegatura: Copertina rigida
• Numero di pagine: 240