Breaking Through: Building a World-Class Wealth Management Business

A new book by John J. Bowen Jr., Patricia J. Abram and Jonathan Powell

The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted.

The new book Breaking Through: Building a World-Class Wealth Management Business provides a clear road map for advisors to take that next step. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry, the book presents a comprehensive set of proven business-building strategies.

You will first learn how to build a thriving wealth management practice by focusing on the right affluent clients. Next, you’ll find out how to implement a consultative process that will delight and keep those clients for life. You’ll then build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles.

Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success.

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