Elite Financial Teams

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Elite Financial Teams image
ISBN-10:

0965676560

ISBN-13:

9780965676564

Author(s): Matt Oechsli
Edition: 1
Released: Oct 01, 2009
Format: Hardcover, 215 pages

Description:

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 (per senior partner) 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.

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Frequently Asked Questions about Elite Financial Teams

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The Elite Financial Teams book is in very low demand now as the rank for the book is 2,447,905 at the moment. A rank of 1,000,000 means the last copy sold approximately a month ago.

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