As a financial advisor, you have opportunities before you that are greater today than ever before. In light of this extraordinary potential, authors John Bowen, Paul Brunswick and Jonathan Powell have written Breaking Through—a clear road map for achieving your greatest possible success and creating a business that’s everything you have always hoped it would be.
Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry, Breaking Through presents a comprehensive set of proven business-building strategies. You will first discover how to build a thriving wealth management practice by focusing on the right affluent clients and then implementing a consultative process that will delight and keep those clients for life. You will then find out 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 as you seek to take your business to a new and dramatically higher level of success.