Editorial Reviews
Build a great financial services practice, AND a great life filled with passion, purpose and enthusiasm. With more than one million financial services practitioners in the United States and Canada, competition for clients can be intense. While some professionals believe that working furiously around the clock at [...]
Review
“It’s an invaluable reference… Now in it’s 9th edition…it has become an institution.” — Harold Evensky, CFP, 2005
“Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan. Nothing is missing. This is a ‘ must have’ book.” [...]
Editorial Reviews
Review
“Every financial planner should read this book. The chapter ‘concierge service’ is worth many times the price on its own.” — David S. Norton, CFP, President , Institute of Financial Planning
“Gives insights on how to make a practice more successful–and it also gives some real perspective [...]
Editorial Reviews
Review
“Are you thinking there has to be more to life? There is. Avalanche will inspire you to discover True Wealth and lead a meaningful life filled with wealth, health and happiness.”—David Bach, #1 New York Times Bestselling Author, The Automatic Millionaire and Start Late, Finish Rich
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Editorial Reviews
Review
“Are you thinking there has to be more to life? There is. Avalanche will inspire you to discover True Wealth and lead a meaningful life filled with wealth, health and happiness.”—David Bach, #1 New York Times Bestselling Author, The Automatic Millionaire and Start Late, Finish Rich
[...]
Editorial Reviews
Product Description
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients’ best interests and build heathly—and financially successful—practices at the same time.
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Editorial Reviews
Product Description
Industry experts share their insight and tell you why:
Unified managed accounts represent the future of the managed
money industry.
“No other platform offers so many options and can be customized to meet the needs of [...]
Editorial Reviews
From Library Journal
Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people’s money, i.e., “fiduciaries.” He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the [...]
Editorial Reviews
Product Description
Prospecting, the process of contacting the right people with the idea of converting them to customers, is a critically important activity in the sales process. Since the stock market decline in 2000, financial professionals-many for the first time-are finding they need [...]
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