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Home > Financial Information Sources > Wealth Management > Breaking Through: Building a World Class Wealth Management Business

Financial Information Sources

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
www.cegworldwide.com

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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