No hay artículos en el carro
No hay artículos en el carrojeff houle
Comentado en Canadá el 3 de abril de 2023
Perspective and mindset. Knowing the technical stuff is probably less than half the battle. Nick Murray reminds us that our profession is one of people skills.
Jack
Comentado en el Reino Unido el 10 de mayo de 2018
Arrived quicker than expected good book
Customer
Comentado en los Estados Unidos el 10 de abril de 2015
Its a great book from whatever point of view you want to see it. I am glad the Book store kept one in its store. The book was brand new as promise.
Magical Dragon
Comentado en los Estados Unidos el 21 de marzo de 2014
Great strategies of how to set up financial plans for clients. Most of the other books are about marketing and sales, but this also covers how to set up plans for clients, and use a financial calculator to determine how much they should save each month to meet their goals. I thought his older book "Excellent Investment Adviser" book was even better.
BC
Comentado en los Estados Unidos el 16 de mayo de 2012
As a brand new advisor to the business - I LOVED THIS BOOK! It was given to me by my mentor, and after reading 5-6 books over the last few months, this has been with out a question the best. It's well written, and gives you a great starting point for expectations and goals.I returned the copy to my mentor and decided to pick up a copy for myself - to me, it's worth having a copy.Obviously the book itself won't make anyone successful, but if you're new to the business, and feel like you don't have a strong direction I'd suggest you pick this up.
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