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The Pocket Guide to Sales for Financial Advisors
Language: en
Pages: 174
Authors: Beverly D. Flaxington
Categories: Financial planners
Type: BOOK - Published: 2014-10 - Publisher: Ata Press

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Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advis
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
Language: en
Pages: 256
Authors: Steve Moore
Categories: Business & Economics
Type: BOOK - Published: 2010-10-05 - Publisher: John Wiley & Sons

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A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for
Succession Planning for Financial Advisors
Language: en
Pages: 230
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2014-06-02 - Publisher: John Wiley & Sons

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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi
The Million-dollar Financial Advisor
Language: en
Pages: 290
Authors: David J. Mullen (Jr.)
Categories: Business & Economics
Type: BOOK - Published: 2010 - Publisher: AMACOM Div American Mgmt Assn

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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mill
Storyselling for Financial Advisors
Language: en
Pages: 256
Authors: Scott West
Categories: Business & Economics
Type: BOOK - Published: 2000-01-12 - Publisher: Kaplan Trade

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Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the proce