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Building your multi-million-dollar practice : 8 success strategies of top producing advisors
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Building your multi-million-dollar practice : 8 success strategies of top producing advisors

Author: Peter Vessenes; Katherine Vessenes
Publisher: Chicago : Dearborn Trade Pub., ©2005.
Edition/Format: Book : English
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Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Peter Vessenes; Katherine Vessenes
ISBN: 1419515055 9781419515057
OCLC Number: 58043156
Notes: Includes index.
Description: xxii, 342 p. : ill. ; 24 cm.
Contents: Introduction : building your multi-million-dollar practice -- The star-based business that transitions into the team-based business -- Strategic planning : tactics that work -- Why sound fiscal and asset management is essential to growth in any practice -- Marketing is everything, or putting derrieres in chairs -- Operations that provide a financial adviser with superior support -- Excellent employees -- Defined sales system that becomes the "no-sell sale" -- Ethics and compliance systems -- Pulling it all together.
Responsibility: Peter Vessenes, Katherine Vessenes.
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