The Financial Advisor's Blueprint for Success - Cellestria

Cover: 9781037044137 | The Financial Advisor's Blueprint for Success | Ali Arayssi (u. a.)

Rückseite: 9781037044137 | The Financial Advisor's Blueprint for Success | Ali Arayssi (u. a.)

Cover: 9781037044137 | The Financial Advisor's Blueprint for Success | Ali Arayssi (u. a.)

Rückseite: 9781037044137 | The Financial Advisor's Blueprint for Success | Ali Arayssi (u. a.)

Dekorationsartikel gehören nicht zum Leistungsumfang.

Sprache: Englisch

57,70 €

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Lieferzeit 1-2 Wochen

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Beschreibung

The Financial Advisor's Blueprint for Success offers an in-depth roadmap for professionals seeking to elevate their practice. Drawing on real-world case studies and contributions from top advisors worldwide, this book covers foundational principles, client acquisition strategies, branding and marketing techniques, trust-building practices, advanced financial planning tools, and succession planning essentials. With actionable advice on prospecting, storytelling, data gathering, and personalised client experiences, readers will gain the skills needed to navigate market challenges, exceed client expectations, and secure long-term growth. This resource is designed to empower advisors at every career stage to refine their processes, differentiate their services, and achieve measurable results.

The Financial Advisor's Blueprint for Success offers an in-depth roadmap for professionals seeking to elevate their practice. Drawing on real-world case studies and contributions from top advisors worldwide, this book covers foundational principles, client acquisition strategies, branding and marketing techniques, trust-building practices, advanced financial planning tools, and succession planning essentials. With actionable advice on prospecting, storytelling, data gathering, and personalised client experiences, readers will gain the skills needed to navigate market challenges, exceed client expectations, and secure long-term growth. This resource is designed to empower advisors at every career stage to refine their processes, differentiate their services, and achieve measurable results.

Details

Erscheinungsjahr:	2025
Fachbereich:	Allgemeines
Genre:	Importe , Wirtschaft
Rubrik:	Recht & Wirtschaft
Medium:	Taschenbuch
ISBN-13:	9781037044137
ISBN-10:	1037044134
Sprache:	Englisch
Einband:	Kartoniert / Broschiert
Autor:	Arayssi, Ali Singh, Gail Maragos, Hari
Hersteller:	Digital on Demand
Verantwortliche Person für die EU:	Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de
Maße:	229 x 152 x 16 mm
Von/Mit:	Ali Arayssi (u. a.)
Erscheinungsdatum:	30.04.2025
Gewicht:	0,424 kg

Artikel-ID: 133483297

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