Title:
Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers
Author:
Oberlin, Cliff, 1956-
ISBN:
9781576601587
Personal Author:
Publication Information:
Princeton : Bloomberg Press, 2004.
Physical Description:
p. cm.
Contents:
1. Five trends, endless opportunties -- 2. Fewer arrows, bigger targets : focus on affluent clients -- 3. Graduating from the yellow pad : apply the advanced consulting process -- 4. Build high-impact client relationships : a crash course -- 5. Take the wheel : don't let your business drive you -- 6. E = MC[superscript 2], or education = more compensation[superscript 2] : commit to ongoing learning -- 7. Building a deeper bench : forge strategic alliances -- 8. The search for greener pastures : your independent broker-dealer choices -- 9. A view from the inside : evaluating potential broker-dealers -- 10. Making the change : transitioning to a new broker-dealer -- 11. Look before you leave : going independent -- 12. A win-win situation : building a great relationship with your broker-dealer -- 13. Pulling it all together : design for success.
Abstract:
"This book provides proven strategies for dealing with increased market volatility, new technology hurdles, more - and more-complex - financial products, and competition that seems to be coming out of the woodwork. It also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business. In addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques."--BOOK JACKET.
Added Author:
Electronic Access:
Table of contents http://www.loc.gov/catdir/toc/ecip0411/2003025544.html