Building Your Multi-Million Dollar Practice : 8 Success Strategies of Top Producing Advisors
Editorial Reviews
Book Description
Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors’ insights gleaned from their personal experiences, analysis, and consultation with the nation’s most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale™, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1. A team-based (not star-based) business 2. Strategic planning 3. Fiscal and asset management 4. A marketing system 5. Operations 6. Highly effective support staff 7. A defined sales system (the No-Sell Sale™ system) 8. Solid compliance systems Building Your Multi-Million-Dollar Practice delivers breakthrough thinking on practice management, making it the essential tool for every advisor’s office.
About the Author
Peter began his business career as a high-level corporate advisor to the presidents of Fortune 100 companies and has counseled midsized firms, closely held companies, and fast growth start-ups. In his role at Vestment Advisors, he has assisted top producers at leading organizations, such as ReliaStar/Washington Square and Investor’s Financial Group. Katherine Vessenes is an attorney and accredited financial planner holding securities, insurance, and investment licenses. Katherine is the industry’s leading authority on building a profitable, stress-free financial services business. Before founding Vestment Advisors, she served as vice president and officer of the IDS Mutual Fund Group (now American Express Financial Advisors).
Building Your Multi-Million Dollar Practice : 8 Success Strategies of Top Producing Advisors,Peter Vessenes,Katherine Vessenes,Kaplan Business,1419515055,Business & Economics,Business / Economics / Finance,Business/Economics,Financial Economics (General),Financial planners,Investment advisors,Personal Finance - General,Strategic Planning,Business & Economics / Personal Finance / General
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