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Breaking Through: Building a World Class Wealth Management Business

John J. Bowen Jr., Patricia J. Abram, Jonathan Powell
San Martin, Calilfornia: CEG Worldwide, 2008
164pp, ISBN: 978-0-615-19928-3

This presents a comprehensive set of effective strategies for developing a wealth management business, with guidance on the opportunities available for financial advisors. It explains how to focus on the right affluent clients, and implement a consultative process, and explores techniques for acquiring assets and key clients, and developing useful strategic alliances.

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Breaking Through: Building a World Class Wealth Management Business

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Product Description

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.

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