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Elite Financial Teams

3.7/5 ( ratings)

Most of what we read about financial teams focuses on the success stories - the top performers, the paragons of leadership, business savvy, financial acumen and salesmanship. But according to our criteria, only 17% of financial teams fall into this category. That 17% attracts more new affluent clients every year with at least $1,000,000 in investable assets than their counterparts, solo or team. In addition, the elite teams succeed at retaining and upgrading their existing affluent clients by delivering the full array of wealth management services the affluent want.

Language: English

Pages: 215

Format: Hardcover

Publisher: Wealth Management Press

Release: October 01, 2009

ISBN: 0965676560

ISBN 13: 9780965676564

Elite Financial Teams

3.7/5 ( ratings)

Most of what we read about financial teams focuses on the success stories - the top performers, the paragons of leadership, business savvy, financial acumen and salesmanship. But according to our criteria, only 17% of financial teams fall into this category. That 17% attracts more new affluent clients every year with at least $1,000,000 in investable assets than their counterparts, solo or team. In addition, the elite teams succeed at retaining and upgrading their existing affluent clients by delivering the full array of wealth management services the affluent want.

Language: English

Pages: 215

Format: Hardcover

Publisher: Wealth Management Press

Release: October 01, 2009

ISBN: 0965676560

ISBN 13: 9780965676564

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