The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors' combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.
About the Author :
Jr John J Bowen has contributed to Breaking Through: Building a World-Class Wealth Management Business as an author.
Bowen is president and CEO of Reinhardt Werba Bowen Advisory Services.
Jonathan Powell has contributed to Breaking Through: Building a World-Class Wealth Management Business as an author. Jonathan Powell is Professor of Latin, Royal Holloway, University of London and the editor of Cicero the Philosopher: Twelve Papers. Jeremy Paterson is Senior Lecturer in Ancient History, University of Newcastle upon Tyne.
|Title:||Breaking Through: Building a World-Class Wealth Management Business||Publisher:||Ceg Worldwide LLC|
|Author:||Jr John J Bowen, Patricia J Abram, Jonathan Powell|
|No. of Pages:||158|
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