The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner

Author(s):
Daniel Collison

What’s inside

Table of contents

Details and specs:


World-Class Practitioners, in the financial services industry, are not born – they're made. The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner is the book for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status. World-Class Practitioners understand that today's client is more knowledgeable and more demanding than ever before. They want investment planning, insurance planning, tax planning, retirement planning and estate planning. They want it all to make sense and they want it to fit their personal goals. And they want it wrapped in a single, comprehensive plan, administered by their most trusted advisor. By examining the three critical roles of today's World-Class Practitioner – The Tactical Technician, The Strategic Manager, and The Enduring Visionary – The Financial Advisor's Guide to Excellence will show financial advisors how to turn every aspect of technical planning, business management, and marketing and prospecting, into well orchestrated, easy to implement, step-by-step processes. In taking this quantum leap towards World-Class Practitioner status, financial advisors will not only significantly impact the lives of the clients they serve, but also that of themselves and their families.

Est Cost:Annual volumes supplied on standing order subscription

Publisher:
Carswell

Practice Area:
Human Resources,Taxation Law

Jurisdiction:
General

Publication Date:
2013-11-01

Hardcover Specifications

Service #:
30836377

Sub #:
30836378

Pages:
Not available

Shelf Space:
Not available

Volume:
Not available

Anticip Unkeep Cost:
Not available

eBook Specifications

ISBN:
9780779854868