From Irrelevant to Indispensable!

How the Greatest Financial Advisers of Our Time Use the Spoken Word to Leverage Technology and Make it Their Greatest Ally
  • Also available as: Perfect Bound Softcover, E-Book
  • Published: February 2019
  • Format: Dust Jacket Hardcover(B/W)
  • Pages: 232
  • Size: 6x9
  • ISBN: 9781480871601
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Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources:

First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect.

Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards.

Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.

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Perfect Bound Softcover(B/W)
Price: $16.99
Dust Jacket Hardcover(B/W)
Price: $33.95
E-Book
Price: $3.99