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| Acknowledgments | ||
| Foreword | ||
| Introduction | 1 | |
| 1 | Five trends, endless opportunties | 11 |
| 2 | Fewer arrows, bigger targets : focus on affluent clients | 45 |
| 3 | Graduating from the yellow pad : apply the advanced consulting process | 61 |
| 4 | Build high-impact client relationships : a crash course | 81 |
| 5 | Take the wheel : don't let your business drive you | 95 |
| 6 | E = MC[superscript 2], or education = more compensation[superscript 2] : commit to ongoing learning | 117 |
| 7 | Building a deeper bench : forge strategic alliances | 135 |
| 8 | The search for greener pastures : your independent broker-dealer choices | 155 |
| 9 | A view from the inside : evaluating potential broker-dealers | 169 |
| 10 | Making the change : transitioning to a new broker-dealer | 185 |
| 11 | Look before you leave : going independent | 197 |
| 12 | A win-win situation : building a great relationship with your broker-dealer | 207 |
| 13 | Pulling it all together : design for success | 215 |
| Resources | 223 | |
| Index | 232 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
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Add Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers, Delivered with gusto and inspiration from two practicing planners, Building a High-End Financial Services Practice is for aspiring and current financial planners who want to capture high-income clients and build relationships that are profitable in both , Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers to your collection on WonderClub |