Building a World Class Financial Services Business
Don Schreiber, Jr., a successful certified financial planner (CFP) reveals proven strategies for turning a financial advisory sales practice into an institutional quality business-in the process, building equity where there was none.
Using Schreiber’s business model, tools, and worksheets, financial advisors can transform sales practices with little or no equity into successful businesses producing several million dollars of income – businesses that could be sold for four or five times that amount . . . if they want to sell at all!
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If you’re a successful adviser (whether commission or fees) this is a great book for insight on institutionalizing your practice. The commission=salesperson= own a job, not a business scenario is right on. Great templates and tools to apply right away.
Worth checking out along with Deena Katz book.