Building a World Class Financial Services Business
Editorial Reviews
Book Description
Don Schreiber, Jr., a successful certified financial planner (CFP) reveals proven strategies for turning a financial advisory sales practice into an institutional quality business-in the process, building equity where there was none.
Using Schreiber's business model, tools, and worksheets, financial advisors can transform sales practices with little or no equity into successful businesses producing several million dollars of income - businesses that could be sold for four or five times that amount . . . if they want to sell at all!
About the Author
Don Schreiber -- Don Schreiber, Jr., CFP, is president and chief executive officer of Wealth Builders, Inc., a Little Silver, NJ-based financial planning and advisory firm that he founded in 1984. Previously, he managed a family-owned manufacturing business. For much of his career he has provided financial and strategic consulting services to owners of small- and medium-sized businesses. Over the past decade he has developed a proprietary process to help financial professionals grow and enhance their sales practices. Schreiber's credentials make him a popular media spokesperson on issues ranging from strategic business and financial planning to investment market analysis. He holds a bachelor's degree in business and finance from Susquehanna University.
Building a World Class Financial Services Business,Don Schreiber,Kaplan Business,0793144906,Accounting - General,Business & Economics,Business / Economics / Finance,Business/Economics,Entrepreneurship,Financial planners,Financial services industry,General,Investment advisors,Investments & Securities - General,Business & Economics / Personal Finance / Investing
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