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10 Common Mistakes Financial Advisors Make and Simple Ideas to Avoid Them
  • Language: en
  • Pages: 120

10 Common Mistakes Financial Advisors Make and Simple Ideas to Avoid Them

Drawing upon Howard Lashner's more than two decades of success in the financial services industry, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them demonstrates that what many advisors consider standard operating procedures are really missed opportunities to build better, longer-lasting client relationships. Using real-world client experiences, as well as his own, Lashner focuses on eliminating mistakes that keep financial advisors from delivering the highest-level client experience possible, and from expanding their business and client roster. The result is his philosophy on how to work with clients, and a plan of action you can implement to create a personalized client experience.

The Ultimate Financial Advisor
  • Language: en

The Ultimate Financial Advisor

  • Type: Book
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  • Published: 2021-05-18
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  • Publisher: Unknown

Have you dreamt of becoming the Ultimate Financial Advisor but don't know where to start? This book by Bryan Sweet, Brittany Anderson & Draye Redfern reveals the 12 pillars that are necessary to set you up for success and help you grow your financial advisory business exponentially. Not only will you uncover the strategies, marketing, systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to reach your ultimate goals as a financial advisor.

Veritas
  • Language: en
  • Pages: 798

Veritas

A stained legal career spent defending mob enforcers, two-bit hoods, and other dregs of humanity has left Philadelphia lawyer Victor Carl jaded and resentful -- until a new client appears to offer him an escape and a big payday. Caroline Shaw, the desperate scion of a prominent Main Line dynasty, wants him to prove that her sister Jacqueline's recent suicide was, in fact, murder before Caroline suffers a similar fate. It is a case that propels Carl out of his courtroom element and into a murky world of fabulous wealth, bloody family legacies, and dark secrets. Victor Carl would love nothing more than to collect his substantial fee and get out alive. But a bitter truth is dragging him in dangerously over his head, and ever closer to the shattering revelation that the most terrifying darkness of all lies not in the heart of a Central American jungle...but in the twisted soul of man.

The Million-Dollar Financial Advisor
  • Language: en
  • Pages: 289

The Million-Dollar Financial Advisor

  • Type: Book
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  • Published: 2009-11-02
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  • Publisher: AMACOM

Based on interviews with fifteen top financial advisors, each doing several million dollars’ worth of business every year, this priceless tool contains universal principles to guide both veteran and new financial professionals to immediate success. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teach readers how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. The book also features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed-- regardless of market conditions.

Marquis Who's Who Index to Who's Who Books
  • Language: en
  • Pages: 558

Marquis Who's Who Index to Who's Who Books

  • Type: Book
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  • Published: 1993
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  • Publisher: Unknown

None

Principles and Practice of Surgical Oncology
  • Language: en
  • Pages: 1127

Principles and Practice of Surgical Oncology

Principles and Practice of Surgical Oncology uniquely emphasizes a multidisciplinary, integrated approach to the treatment of solid tumors. It presents treatment strategies that combine surgery with preoperative or postoperative adjunctive chemotherapy, hormonal therapy, and/or radiation therapy to achieve optimal outcome. The book features contributions from surgeons, basic scientists, pathologists, radiologists, radiation therapists, and medical oncologists and offers a comprehensive presentation of genetics, molecular biology, pathogenesis, and multimodal therapeutic approaches. A unique feature of the book is a commentary following each chapter, which describes alternative approaches and discusses controversial areas of current therapy. A companion Website will offer the fully searchable text with images.

The Cumulative Book Index
  • Language: en
  • Pages: 2362

The Cumulative Book Index

  • Type: Book
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  • Published: 1998
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  • Publisher: Unknown

A world list of books in the English language.

Index to Marquis Who's Who Publications
  • Language: en
  • Pages: 558

Index to Marquis Who's Who Publications

  • Type: Book
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  • Published: 1994
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  • Publisher: Unknown

None

Hearings
  • Language: en
  • Pages: 2412

Hearings

  • Type: Book
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  • Published: 1971
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  • Publisher: Unknown

None

Libel Litigation
  • Language: en
  • Pages: 572

Libel Litigation

  • Type: Book
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  • Published: 1990
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  • Publisher: Unknown

None