The million-dollar financial advisor powerful lessons and proven strategies from top producers
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| Autor principal: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
New York :
American Management Association
2009.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627367706719 |
Tabla de Contenidos:
- Contents; Acknowledgments; Introduction; PART 1: THE LESSONS; 1 Lesson #1: The Top Advisor Mindset; 2 Lesson #2: The "Leverage of Size" Principle; 3 Lesson #3: Professional Development; 4 Lesson #4: Specialization; 5 Lesson #5: Relationship Focus; 6 Lesson #6: Marketing Best Practices; 7 Lesson #7: Professional Referral Networks; 8 Lesson #8: Nonprofit Organization Involvement; 9 Lesson #9: Long-Term Orientation; 10 Lesson #10: Creating a Team; 11 Lesson #11: Wealth Management; 12 Lesson #12: Commitment to Service; 13 Lesson #13: Time Management; PART 2: PUTTING THE LESSONS INTO PRACTICE
- 14 Taylor Glover: Lessons from the Very Top15 Henry Camp: Going from Good to Great; 16 The Asset Challenge; Index; A; B; C; D; E; F; G; H; I; J; K; L; M; N; O; P; Q; R; S; T; V; W
