Posts Tagged ‘Strategies’

The New Financial Advisor: Strategies for Successful Family Wealth Management

Saturday, September 4th, 2010

Product Description
Praise for The New Financial Advisor “For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory–helping families achieve life outcomes. Budge’s book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise.”
–Dirk Junge, Chairman and CEO, Pitcairn … More >>

The New Financial Advisor: Strategies for Successful Family Wealth Management

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Posted in Financial Advisor | 3 Comments »

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Monday, August 16th, 2010

  • ISBN13: 9780814414729
  • Condition: New
  • Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed

Product Description
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mil lion dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike. The book also features two complete case studie… More >>

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

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Posted in Financial Advisor | 5 Comments »