This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the entire process of attracting, servicing, and retaining affluent clients.

How to Build a 21st Century Financial Practice

Oechsli, Matt

Total Achievement Publishing

FastTrack Coaching is a clear, well-marked roadmap for any manager or coach seeking to help financial professionals improve their performance. Two plus years of hands-on coaching experience and extensive research has been synthesized into a process, a set of techniques, and a sound understanding of both individual and team performance. FastTrack Coaching is research based, action oriented, and street tested. This book will enable anyone in a coaching role to know what to do, and how to do it right.

FastTrack Coaching For Building a 21st Century Financial Practice

Mastering High Net Worth Selling creates the framework and provides the techniques and skills financial professionals need to keep their pipeline full of high net worth prospects. The book not only assists readers in mastering high net worth selling, but also guides them along their critical path of doing the right activities the right way, each and every day.

Mastering High Net Worth Selling: The Critical Path

Business & Money

Marketing & Sales

See the best price to sell, buy or rent books by the Total Achievement Publishing publisher. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Total Achievement Publishing

See the best price to sell, buy or rent books by the Total Achievement Publishing publisher. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

How to Build a 21st Century Financial Practice

FastTrack Coaching For Building a 21st Century Financial Practice

Mastering High Net Worth Selling: The Critical Path