Family Business Secrets: A Field Guide For Advisors - Softcover

Katz, Irving

Softcover

ISBN 10: 0982940319 ISBN 13: 9780982940310

Publisher: Katz Financial LLC, 2017

Synopsis

This guide is for financial advisors wanting to make business owners their clients. Important topics include: proper business planning, understanding the sales cycle, target marketing, prospecting, strategic alliances, direct marketing to family business owners, securing meetings with new clients, selling your services, as well as maintaining engagement and building momentum.

Edition details

• Publisher: Katz Financial LLC
• Publication date: 2017
• Language: English
• ISBN 10: 0982940319
• ISBN 13: 9780982940310
• Binding: Paperback
• Number of pages: 126