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The Financial Advisor's Success Manual by Craig CMIEL, David Leo

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Introduction

There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success, than to take the lead in the introduction of a new order of things. —Niccolo Machiavelli

This book is designed for financial advisors (FAs) who want to grow their business by bringing organization and structure to their practices. We will discuss tools and techniques that can be used by advisors to service and expand their books of business. These tools and techniques are ones that have been used in coaching practice since 2001 to help advisors gather necessary data, interpret the meaning of findings, draw conclusions, and take the proper actions for improving client service and driving business growth. It is through continuing ...

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