Book Recommendations

Jul 2019

G2: Building the Next Generation

G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the authors 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firms future.

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The Gen-Savvy Financial Advisor

This book will prepare you for the coming demographic waves and aftershocks that will change the financial industry. It will provide yo...

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The Art of Selling to the Affluent

This insightful book shows salespeople how to meet the needs of affluent clients--from the initial contact, to the sales presentation, to...

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Unmarketing

From one of the leading experts in viral and social marketing-market your business effectively to today's customers For generations, mark...

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