Building a High-End Financial Services Practice

Building a High-End Financial Services Practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets.This book provides proven strategies for dealing with increased market volatility, new technology hurdles, more—and more-complex—financial products, and competition that seems to be coming out of the woodwork. It also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business. In addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques.Having built a hugely successful financial advisory practice as well as a thriving broker-dealer, authors Cliff Oberlin and Jill Powers have firsthand insight into what works in today`s tough environment, and what you need to thrive in tomorrow`s.Whether you are already enjoying success or just starting out, Building a High-End Financial Services Practice gives you the map to maximum efficiency and profits. Copyright (C) Muze Inc. 2005. For personal use only. All rights reserved.