PRIZES to win! PROMOTIONS

Close Notification

Your cart does not contain any items

The Financial Advisors Blueprint

Ali Arayssi Gail Singh Hari Maragos

$55.95   $47.73

Paperback

Not in-store but you can order this
How long will it take?

QTY:

English
Digital on Demand
30 April 2025
The Financial Advisor's Blueprint for Success offers an in-depth roadmap for professionals seeking to elevate their practice. Drawing on real-world case studies and contributions from top advisors worldwide, this book covers foundational principles, client acquisition strategies, branding and marketing techniques, trust-building practices, advanced financial planning tools, and succession planning essentials. With actionable advice on prospecting, storytelling, data gathering, and personalised client experiences, readers will gain the skills needed to navigate market challenges, exceed client expectations, and secure long-term growth. This resource is designed to empower advisors at every career stage to refine their processes, differentiate their services, and achieve measurable results.
By:   , ,
Imprint:   Digital on Demand
Dimensions:   Height: 229mm,  Width: 152mm,  Spine: 15mm
Weight:   390g
ISBN:   9781037059544
ISBN 10:   1037059549
Pages:   290
Publication Date:  
Audience:   General/trade ,  ELT Advanced
Format:   Paperback
Publisher's Status:   Active

See Also