by Peter Vessenes, Katherine Vessenes
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Product Description
Increase income, maximize valuation, eliminate stress. For more than 20 years, financial experts Peter and Katherine Vessenes have helped brokers, dealers, registered investment advisors, and financial service providers develop more profitable businesses. Unlike other works on financial management, which distill the best practices of superstars, this book shares the authors’ insights gleaned from their personal experiences, analysis, and consultation with the nation’s most prestigious companies. According to the Vesseneses, there are eight prosperity factors that, when aligned, lead to powerful practice management and a No-Sell Sale™, a phrase coined to mean carefully lining up all the key aspects of your sales, marketing, and support systems to create an easy, effortless sale. The result for the advisor? Increased income, maximized valuation, and significantly reduced stress. Highlights Specific chapters detail eight prosperity factors, guaranteed to empower advisors: 1. A team-based (not star-based) business 2. Strategic planning 3. Fiscal and asset management 4. A marketing system 5. Operations 6. Highly effective support staff 7. A defined sales system (the No-Sell Sale™ system) 8. Solid compliance systems Building Your Multi-Million-Dollar Practice delivers breakthrough thinking on practice management, making it the essential tool for every advisor’s office.
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Average Customer Review:
0 of 0 people found the following review helpful:
 You Can Start A Business Using This Book, 2008-06-18
Not only has Building your Multi-Million-Dollar Practice offered fabulous advice to financial advisors (and if you follow the 8 Strategies, you should be successful), it also distills down for ANY small service business the things they need to do to stay in business. I often tell my clients to read this book and substitute in Small Business for Financial Advisor. Many of the tips offered in the book, like how to hire employees, how to let your customers know they are valued, and how to market your services are valuable to any small business.
Even so, the perspective of this book is truly from knowledgeable authors who have vast experience working in and running a practice. I have read the book myself numerous times, have it all marked up, tabbed and more. I use this book as a Bible for running my management consulting practice, and I highly recommend it as excellent reading for any business trying to get their processes in place.
7 of 9 people found the following review helpful:
 If you really want to make money in the financial service ind., 2007-05-23
Write a book marketed towards struggling financial advisors which is just a commercial for your registered/trademarked strategies and coaching services. The authors should have given the book away rather than trying to disguise their services as a way to build a multi million dollar advisory business. Neither author has any experience as financial advisor. There are better books written by actual advisors in the business.
0 of 0 people found the following review helpful:
 Excellent Practice Management Tool, 2006-11-09
This book was one I purchased only on the off chance that it would help build a practice as the title is a little sensational. However this book is helpful for all financial planning practices regardless of size and stage of development.
2 of 2 people found the following review helpful:
How To Build a Financial Services Powerhouse, 2006-07-03
Katherine and Peter Vessenes have a unique perspective on how to build a top financial services practice today. With the current emphasis on efficiency in the workplace, the Vessenes take this to another level for financial professionals. The combination of practical and theoretical suggestions make this a must read for any financial professional who wants to supercharge their practice. This reader found the numerous stories of practitioners around the country of particular interest. It would be even more helpful if the authors would divulge who the stories referenced rather than using imaginary names. Despite this, the book was very well written with various sections authored by one or the other of the Vessenes. Their insight into the financial services industry is very refreshing.
2 of 3 people found the following review helpful:
Want To Launch Your Business - Read This Book!, 2006-01-20
I work with financial advisors for a living and I have seen some that are successful and many that are not. This book will help any advisor who is struggling to take off, or any advisor looking to take their business to another level. The book is full of practical advice that you can use immediately. Don't kick yourself tomorrow for not buying this book today!
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