The financial advisor's success manual : how to structure and grow your financial services practice / David I. Leo, Founder, Street Smart Research Group LLC, Craig Cmiel, Co-Founder, Great Lakes & Atlantic Wealth Management & Advisory Partners LLC.

The tools and techniques you need to be a top-producing financial advisor. How do you become a million-dollar producer, boost client satisfaction, and dramatically expand your business? The Financial Advisor's Success Manual provides the answers to these all-important questions -- along with th...

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Bibliographic Details

Online Access:	Full Text (via O'Reilly/Safari)
Main Authors:	Leo, David I. (Author), Cmiel, Craig (Author)
Format:	eBook
Language:	English
Published:	New York : American Management Association, [2018]
Subjects:	Financial planners. Investment advisors. Financial services industry. Financial planners Financial services industry Investment advisors