000			02043cam a2200289zu 4500
001			10054029
003			FRCYB10054029
005			20250108084523.0
006			m o d
007			cr un
008			250108s2004 fr | o|||||0|0|||eng d
020			_a9781576601587
035			_aFRCYB10054029
040			_aFR-PaCSA _ben _c _erda
100	1		_aOberlin, Cliff
245	0	1	_aBuilding a High-End Financial Services Practice _bProven Techniques for Planners, Wealth Managers, and Other Advisers _c['Oberlin, Cliff', 'Powers, Jill']
264		1	_bBloomberg Press _c2004
300			_a p.
336			_btxt _2rdacontent
337			_bc _2rdamdedia
338			_bc _2rdacarrier
650		0	_a
700	0		_aOberlin, Cliff
700	0		_aPowers, Jill
856	4	0	_2Cyberlibris _uhttps://international.scholarvox.com/netsen/book/10054029 _qtext/html _a
520			_aBuilding 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.
999			_c80272 _d80272