Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the proce

The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mill

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated fi

A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for

Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice