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Type of bind: Hardcover
Dewey Decimal Number: 332
EAN num: 9780615199283
ISBN number: 0615199283
Label: CEG Worldwide LLC
Manufacturer: CEG Worldwide LLC
Quantity: 1
Page Count: 164
Printing Date: June 18, 2008
Publishing house: CEG Worldwide LLC
Sale Popularity Level: 84941
Studio: CEG Worldwide LLC
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Product Description:
The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of sucess they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will very first learn how to build a thriving wealth management practice by focusing on the right affluent clients and subsequent implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.
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Rated by buyers -
If an advisor wants to know exactly what needs to be done to build a valuable and profitable wealth management business, Bowen has laid it all out in his book. As an advisor, I wanted to know what I specifically needed to do and how in what sequence of steps. I wanted be effective with my all my efforts in meeting my vision of a great valuable practice. I did not want to spend the time thinking or sorting through all the various ways to build a practice. This book allowed me the luxury to only focus on mastering the skills he explains and teachs. I became confidant that Bowen's research on what works was captured within his strategies and tactics.
Rated by buyers -
Breaking Through is a "Must Read" for all advisers who are looking for a road map to a simple and elegant way of building a true wealth management business. Advisers both new to the industry and seasoned veterans will gain valuable insight from the research based strategies discussed in this book. This book will clearly position you and your firm on the leading edge of the wealth management industry.
Larry Nakamura
CEO / Torrey Wealth Advisers & Torrey Capital, Ltd.
Rated by buyers -
This is a must for the advisor who wants to take their practice to the highest level. Extremly helpful in outlining the importance of the Ideal Client business model. Shouldn't you work with only those clients who you enjoy working with? We have utilized these steps in creating a repeatable process and and much more enjoyable organization.
Rated by buyers -
Just got a copy of this book. I have been reading Bowen's articles in Financial Planning magazine for years. In Breaking Through he lays out everything in one place to help you create a top tier Wealth Management Firm focused on serving the affluent. Bowen's programs cost thousands of dollars - this book was a great way to learn some of the insights from his programs. It will cost you money if you don't buy it.
Rated by buyers -
John has an in depth knowledge of the financial advisory business. He has been an advisor and has worked with thousands of advisors-from the independent RIA to the wirehouse broker and everyone in between-and has used his research to understand what steps are necessary to develop the type of business desired. This is measured not only in income desired, but also the quality life that you want to live and the time and effort put into the business to provide for both. I encourage you to not only read the book, but to implement the processes outlined.
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