Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors’ insights gleaned from their personal experiences, analysis, and consultation with the nation’s most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale™, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1. A team-based (not star-based) business 2. Strategic planning 3. Fiscal and asset management 4. A marketing system 5. Operations 6. Highly effective support staff 7. A defined sales system (the No-Sell Sale™ system) 8. Solid compliance systems Building Your Multi-Million-Dollar Practice delivers breakthrough thinking on practice management, making it the essential tool for every advisor’s office.
--This text refers to the
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Most Helpful Customer Reviews
12 of 14 people found the following review helpful:
1.0 out of 5 stars
If you really want to make money in the financial service ind.,
By JAZ "Z" (nj) - See all my reviews
This review is from: Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors (Hardcover)
Write a book marketed towards struggling financial advisors which is just a commercial for your registered/trademarked strategies and coaching services. The authors should have given the book away rather than trying to disguise their services as a way to build a multi million dollar advisory business. Neither author has any experience as financial advisor. There are better books written by actual advisors in the business.
8 of 10 people found the following review helpful:
5.0 out of 5 stars
Their Wisdom Put Down in Writing,
By
This review is from: Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors (Hardcover)
This book is aimed directly at the stockbroker, financial planner, insurance agent or anyone else in the financial services industry who makes their living by selling financial products. Katherine and Peter Vessenes have been coaches and consultants to the financial service industry with more than forty years of experience between them. They have worked with, consulted to, learned from many of the industries superstars who are earning more than $1 million per year.
They have carefully reduced what they have learned into eight 'prosperity factors.' These are given and defined and further illustrated by reporting the improvement that each factor has given in at least one true to life incident. In this book they have distilled their whole consulting approach, their teaching seminars into writing. They have included more than 30 sample forms/documents that the superstars have used. This is one of the few books aimed specifically at this industry, it has specific industry tips that you won't find anywhere else.
3 of 3 people found the following review helpful:
4.0 out of 5 stars
Building your Mult-Million Dollar Practice,
By
This review is from: Building Your Multi-Million Dollar Practice: 8 Success Strategies of Top Producing Advisors (Hardcover)
It states everything you yourself know needs to be done, but have got too caught up running the business, rather than working on the business. Well worth the money and more importantly the time spent reading it.
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Inside This Book
(learn more)
First Sentence:
In a star-based company, everything revolves around the star. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
elevator statement, registered sales assistant, superstar firm, star financial, meeting script, client service managers, financial services practice, warmest personal regards, employee incentive program, revenue faster, written marketing plan, most financial advisors, other financial advisors, investable assets, soft assets, compliance systems, closing ratios Key Phrases - Capitalized Phrases (CAPs): (learn more)
Building Your Multi-Million-Dollar Practice, Buiding Your Multi-Million-Dollar Practice, Excellent Employees, Putting Derrieres, All Star Financial, Multi-Million-Dollar Principle, Quick Start, American Dream, Follow Thru, Prosperity Factor, The First Meeting Script, Brad Lantz, Fact Finders, Lake Wobegone, Tactics That Work, Uncle Sam, North Star Financial, Sample Marketing Plan, Shelly Simon, The Star-Based Business That Transitions, Charlie Chicago, Operations That Provide, Pulling It All Together, The Ideal Client Service Manager Involvement, Vestment Advisors New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
In a star-based company, everything revolves around the star. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
elevator statement, registered sales assistant, superstar firm, star financial, meeting script, client service managers, financial services practice, warmest personal regards, employee incentive program, revenue faster, written marketing plan, most financial advisors, other financial advisors, investable assets, soft assets, compliance systems, closing ratios Key Phrases - Capitalized Phrases (CAPs): (learn more)
Building Your Multi-Million-Dollar Practice, Buiding Your Multi-Million-Dollar Practice, Excellent Employees, Putting Derrieres, All Star Financial, Multi-Million-Dollar Principle, Quick Start, American Dream, Follow Thru, Prosperity Factor, The First Meeting Script, Brad Lantz, Fact Finders, Lake Wobegone, Tactics That Work, Uncle Sam, North Star Financial, Sample Marketing Plan, Shelly Simon, The Star-Based Business That Transitions, Charlie Chicago, Operations That Provide, Pulling It All Together, The Ideal Client Service Manager Involvement, Vestment Advisors New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Citations (learn more)
This book cites 6
books:
See all 6 books this book cites
- In Search of Excellence: Lessons from America's Best-Run Companies (Collins Business Essentials) by Thomas J. Peters on page 123
- Protecting Your Practice (Bloomberg Professional Library) (Bloomberg Financial) by Katherine Vessenes in Front Matter
- Think and Grow Rich: The Landmark Bestseller--Now Revised and Updated for the 21st Century by Napoleon Hill in Back Matter
- Burning Desire: The Story of God's Jealous Love for You by S. J. Hill in Back Matter
- Think and Grow Rich by Napoleon Hill in Back Matter
See all 6 books this book cites
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