General Management

In Search Of The Perfect Model: The Distinctive Business Strategies of Leading Financial Planners

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Product Code: 2312356
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The book is an eye opening compendium that reveals the many options available to you as a financial planner. Whether you’re:

  • Just starting out and wondering what direction to take
  • Tied to commission and want to bring your business to a new professional level
  • Spending more time in the office and enjoying it less
  • Losing clients because you are not meeting their expectations
  • Feeling heat from the competition
  • Satisfy with your business but perplex about how to grow it
  • Debating whether to get more involved in the life planning trend
  • Wondering whether to sell out, merge, buy up firms, or form a network

Binding:  Hardcover

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