Description
The current trend in the financial services industry is for broker-dealer groups to bay up financial planning and advisory practices.
Unfortunately, many planners and advisors discover that their businesses have little, if any, equity value. They may be very successful and even generate a substantial personal income, but the revenue they create is dependent on their continuing to work the business every day.
Don Schreiber, Jr., a successful Certified Financial Planner, reveals proven strategies for turning a financial advisory sales practice into an institutional-quality business that offers the best available planning and investment advice to clients while providing them with the highest level of ongoing service and in the process, building equity in the business where there was none.
Building a World-Class Financial Services Business offers readers the opportunity to:
■ Immediately implement a comprehensive, step-by-step strategic planning program
■ Find opportunities, then market them competitively
■ Rise above the competition by creating an institutional-quality organization
■ Provide clients with exemplary advice and service that competitors cannot duplicate
■Retain existing customers by continuously reinforcing trust
■ Convert existing financial sales practices into world-class businesses
■Create significant equity in their businesses
ISBN:9780793144907
