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"
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Book Description North Star Resource Group, 2014. Hardcover. Book Condition: Good. NO CD; No Access Code;Some highlighting, markings and tears; Some edge, cover, corner wear, scratches and creases; Unless stated otherwise herein the notes, complementary books or items are not present; standard shipping is by USPS Media Mail & Expedited shipping is by USPS Priority Mail or equivalent; Bookseller Inventory # mon0000095722
Book Description North Star Resource Group, 2014. Book Condition: Good. A+ Customer service! Satisfaction Guaranteed! Book is in Used-Good condition. Pages and cover are clean and intact. Used items may not include supplementary materials such as CDs or access codes. May show signs of minor shelf wear and contain limited notes and highlighting. Bookseller Inventory # 0692229183-2-4