Practice on Purpose : Achieve the Financial Advice Practice You Desire and Your Clients Deserve - Second Edition

Gary Schwartz

Edward Deutschlander

Phillip Richards

North Star Resource Group

<p>In Practice on Purpose, three senior executives in the largest independently owned financial services firm in the world reveal proven strategies for conquering performance plateaus. The authors describe practical steps advisors can take to build a Practice on Purpose-a practice built around the advisor's personal purpose and in an intentional way, on purpose. Advisors will learn how to create an exceptional client experience, charge appropriately for financial advice, and design a practice that ultimately can be sold for a profit. An encore chapter for those who coach and lead advisors offers tips for guiding advisors toward the Holy Grail in the insurance and financial services industry: the $1 million Practice on Purpose. Unsolicited reviews: "With Practice on Purpose, you'll find your expectations not only met, but blown to smithereens. And more than many such books, it addresses what's ahead for the industry. I recommend it to everyone in our business. It is also certainly a must-read for every manager responsible for developing advisors."-John T. Baier, M.S.F.S, CLU ChFC CFP CLF, managing partner of New York Life Insurance Company. Jan. 2015, GAMA International Journal, pg75 "[It] is the book of the year on my list. [The] most insightful part of the book is an admission by the authors, who all grew up in a commission-only environment, that there is a place and a proper appreciation for the fee-only model. They acknowledge the strengths and weaknesses of both approaches and remain agnostic but informed. They admonish us to understand that if we refuse to acknowledge what is happening in the global markets, we do so at our own peril."-Larry Barton, Ph.D., CAP, Chancellor of The American College. Oct. 2014, InsuranceNewsNet Magazine "Stop Treating Financial Institutions Like Petty Thieves"</p>

Practice on Purpose : Achieve the Financial Advice Practice You Desire and Your Clients Deserve

Gary H. Schwartz

Phillip C. Richards

Edward G. Deutschlander

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