Building a High-End Financial Services Practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets.

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 services and grow business. In addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques.

Having built a hugely successful financial-advisory practice, as well as being thriving broker-dealers, authors Cliff Oberlin and Jill Powers have firsthand insight into what works in today's tough environment, and what is needed to thrive in tomorrow’s.

Whether an adviser is already enjoying success or just starting out, Building a High-End Financial Services Practice supplies the map to maximum efficiency and profits.

Le Score:

Vous aurez remarqué que la fiche de chaque livre contient un nombre baptisé SCORE.

De quoi s'agit-il?

Il s'agit d'une évaluation communautaire de chaque livre calculée sur une échelle de 0 à 100.

Cette évaluation repose sur une agrégation de diverses quantités qui reflètent la vie de chaque livre au sein de la communauté ScholarVox. Cette vie s'exprime en fréquence de lecture, nombre d'étagères publiques, privées, professorales dans lesquelles le livre est présent.

Un calcul "propriétaire" mélangeant ces quantités vous restitue sous la forme synthétique d'un Score l'intelligence collective incorporée dans chaque livre. Ce Score n'est pas une note scolaire, c'est bien plus un indicateur de l'aura collective du livre.

Car, pour paraphraser Robert Parker, expert ès-notation des vins, " ...there can never be any substitute for your own reading palate nor any better education than reading the book yourself."