Afterword
The goal of this book was to describe the structure and organization you need to put yourself in a position to effectively and efficiently grow your business. Implemented well, the processes we have discussed will put you more in control of your practice and provide the retention, loyalty, and advocacy that will be the base for that growth.
As an experienced investment advisor and senior sales executive in the financial services industry for more than a quarter of a century, we want to add a few more points about becoming a top advisor.
• Top advisors have confidence. Confidence can result from any number of things—branding, advertising, having an office and a great team, niche “domination,” and depth of your client relationships, for ...
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