Search / 16 posts tagged sales practice
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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers: Deena B. Katz
http://makemoneymyself.com/ deena-katz-on-practice-management-for-financial-advi…Editorial Reviews Review “Every financial planner should read this book. The chapter ‘concierge service’ is worth many times the price on its own.” — David S. Norton, CFP, President , Institute of Financial Planning “Gives insights on how to make a practice more successful–and it also gives some real perspective on what success is.” — Janet G.
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VICCS, Inc. and IBM Corporation Announce the Life Sciences & Healthcare Practice Technology Leadership Forum Series
http://www.prunderground.com/ 00874/ viccs-inc-and-ibm-corporation-announce-the-…ICCS, Inc. and IBM Corporation Announce the Life Sciences & Healthcare Practice Technology Leadership Forum Series United States (PRunderground) November 11, 2008 – VICCS, Inc. Life Sciences Division announces its Life Sciences Technology Practice focused on helping companies operating in the
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From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients: Mitch Anthony, Richard Wagner
http://makemoneymyself.com/ from-the-boiler-room-to-the-living-room-the-financia…Editorial Reviews Product Description Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients’ best interests and build heathly—and financially successful—practices at the same time.
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Best Practices for Financial Advisors (Bloomberg Professional Library): Mary Rowland, Michael R. Bloomberg
http://makemoneymyself.com/ best-practices-for-financial-advisors-bloomberg-prof…Editorial Reviews From Library Journal Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people’s money, i.e., “fiduciaries.” He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the press, how to market the services, and how best to charge for services.
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Just say no to any kind of corruption
http://news.tourthailand.org/ asia-news/ china-news-asia-news/ just-say-no-to-an…Just say no to any kind of corruption By Eric Sommer (China Daily) Kindness and honesty are hallmarks of traditional Chinese character. I have frequently found taxi drivers, store owners, and others returning mistaken overpayments to me, or even explaining why I might not need their services at all.
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Rainmaker Peter J. Bilfield - Taking Control of Career as an Associate
http://blog.larrybodine.com/ 2008/ 10/ articles/ sales/ rainmaker-peter-j-bilfie…Rainmaker Peter J. Bilfield - Taking Control of Career as an Associate Peter Bilfield gets it. He embraced business development enthusiastically, found a niche, markets in a disciplined way and is on the fast track to being an accomplished rainmaker.
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Rainmaker Peter H. Klee - Using Unbeatable Results to Generate New Business
http://blog.larrybodine.com/ 2008/ 09/ articles/ sales/ rainmaker-peter-h-klee-u…Rainmaker Peter H. Klee - Using Unbeatable Results to Generate New Business Peter H. Klee is the biggest rainmaker at Luce Forward in San Diego, bringing in between $10 - $15 million each year, and his insurance litigation practice continues to grow at a rate of 10 percent per year.
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Rainmaker Wilton G. McDonald II - Innovating to Build a Practice
http://blog.larrybodine.com/ 2008/ 09/ articles/ sales/ rainmaker-wilton-g-mcdon…Rainmaker Wilton G. McDonald II - Innovating to Build a Practice Wilton McDonald II had some special challenges in building up a small legal practice. Hired in November 2006 by a small to mid-sized firm in Grand Cayman as a senior associate, he was charged with bringing in his own work and full responsibility for the Investment Funds Department.
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In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland
http://makemoneymyself.com/ in-search-of-the-perfect-model-the-distinctive-busin…Editorial Reviews Joel Bruckenstein, MorningstarAdvisor.com “The most important practice management book of the year… should be required reading for every independent financial advisor.” Don Phillips, Managing Director, Morningstar Inc. “Brilliantly documents how many of today’s top planners have organized their practices.
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Rainmaker H. Patrick Callahan -- Generating Business Via Relationship Building and Team Play
http://blog.larrybodine.com/ 2008/ 09/ articles/ sales/ rainmaker-h-patrick-call…Rainmaker H. Patrick Callahan -- Generating Business Via Relationship Building and Team Play The winner of the 2008 Rainmaker of the Year award for the category “Partner – Transactions” is H. Patrick Callahan of Baker & Daniels LLP.
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