EBOOKS AND WHITE PAPERS

Best Practices of Elite Advisors

Research into the best practices of our industry’s leading financial advisors for more than a decade

This report shines new light on what is driving the success of the industry’s leading financial advisors, and offers the best practices that these advisors employ in client service, marketing and business management.

The Right Coach

The financial services industry of today is extremely competitive.

There are over 400,000 advisors looking to win the attention of a limited number of affluent clients. Discovering a coaching model best matched to your specific goals may be the critical component to huge success. The Right Coach white paper will help you make an informed decision about the optimal coach for you and your practice.

Building Powerful Strategic Alliances

Lessons from the Top

Successful strategic alliances with other professional advisors yield a steady stream of prequalified, pre-endorsed affluent prospects and substantial recurring fee-based revenue for your business. This step-by-step blueprint will show you how to build profitable, lasting strategic alliances.

The State of the Affluent 2014

Providing insight that will enable financial advisors to initiate and build relationships with the affluent individuals

This eBook provides critical insight that will enable financial advisors to initiate and build relationships with the affluent individuals whom they can best serve, along with specific tactics that will enable them to fully leverage that knowledge to grow their businesses.

The Ultimate Success Formula

Fast-Track Your Practice with Today’s Most Effective Strategies

This eBook is designed to help top financial advisors swiftly move to the elite level. Through this intensive coaching program, you will substantially increase your client impact, dramatically grow the value of your business—both net income and practice equity—and greatly improve your quality of life.

At the Leading Edge

What a Select Group of Young Financial Advisors Can Teach the Industry

This eBook is designed to help top financial advisors swiftly move to the elite level. Through this intensive coaching program, you will substantially increase your client impact, dramatically grow the value of your business—both net income and practice equity—and greatly improve your quality of life.

The Client-Centric Shift

How Financial Advisors Are Winning Affluent Clients and Earning Higher Incomes by Providing a Superior Client Experience

Our research tells a story of an industry shifting to reorient its focus on serving its clients well. We explore the opportunities for you to move to higher levels of success by serving your clients extremely well.

Your Social Network Advantage

The Transformative Power of Connections for Financial Advisors

Financial advisors’ social capital—their connections to other people and the resources they can provide—are just as important as financial capital in building their practices. This report explores advisors’ social networks and provides specific recommendations for boosting your own social capital.

Zero In

Grow Your Income, Serve Your Clients Better And Have More Fun Through Specialization

In this report, we will spell out exactly how you and your clients will benefit when you choose to specialize in serving a select community of clients. We will impart proven strategies for identifying the optimal niche, uncovering its challenges, establishing yourself as an expert in your niche and, finally, for building relationships with key strategic partners in the niche that will enable you to serve your clients even better.

Breaking Through

Lessons from the Top

There are tremendous opportunities available for financial advisors who attract the right clients and serve them extremely well. Breaking Through provides a clear road map for designing your business to provide comprehensive wealth management to the affluent while employing proven strategies to grow your assets and net income.