Financial planners are finding their practices have very little equity value. Building a World Class Financial Services Business shows financial professionals how to convert an asset management and/or... This description may be from another edition of this product.
Great book for those building a fee-based business!
Published by Thriftbooks.com User , 22 years ago
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.
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