Building Your Multi-Million Dollar Practice : 8 Success Strategies of Top Producing Advisors by Peter Vessenes and Katherine Vessenes (2005, Hardcover)

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About this product

Product Identifiers

PublisherKaplan Publishing
ISBN-101419515055
ISBN-139781419515057
eBay Product ID (ePID)45703373

Product Key Features

Book TitleBuilding Your Multi-Million Dollar Practice : 8 Success Strategies of Top Producing Advisors
Number of Pages350 Pages
LanguageEnglish
TopicInvestments & Securities / General, Personal Finance / General
Publication Year2005
IllustratorYes
FeaturesRevised
GenreBusiness & Economics
AuthorPeter Vessenes, Katherine Vessenes
FormatHardcover

Dimensions

Item Height1 in
Item Weight0 Oz
Item Length9 in
Item Width6 in

Additional Product Features

Intended AudienceTrade
LCCN2005-005517
Dewey Edition22
Dewey Decimal332.024/0068/4
Edition DescriptionRevised edition
SynopsisFor 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 distil 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., 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(TM), 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(TM) 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., This practical guide for financial advisors explains how they can transform their businesses into superstars that earn more than $1 million annually. Consultants Peter and Katherine Vessenes describe eight Prosperity Factors that help make advisors' lives easier and their businesses significantly more profitable. About 30 sample documents, such, 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 distil the best practices of superstars, this book shares the authors' insights gleaned from ......
LC Classification NumberHG179.5.V474 2005
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