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The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner is the book for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status.
World-Class Practitioners understand that today's client is more knowledgeable and more demanding than ever before. They want investment planning, insurance planning, tax planning, retirement planning and estate planning. They want it all to make sense and they want it to fit their personal goals. And they want it wrapped in a single, comprehensive plan, administered by their most trusted advisor.
By examining the three critical roles of today's World-Class Practitioner – The Tactical Technician, The Strategic Manager, and The Enduring Visionary – The Financial Advisor's Guide to Excellence will show financial advisors how to turn every aspect of technical planning, business management, and marketing and prospecting, into well orchestrated, easy to implement, step-by-step processes. In taking this quantum leap towards World-Class Practitioner status, financial advisors will not only significantly impact the lives of the clients they serve, but also that of themselves and their families.