The Financial Advisor's Success Manual

How to Structure and Grow Your Financial Services Practice

The Financial Advisor's Success Manual

Authors: David Leo, Craig Cmiel
Pub Date: December 2017
Print Edition: $30.00
Print ISBN: 9780814439135
Page Count: 288
Format: Hardback
e-Book ISBN: 9780814439142

Buy the book:

Buy the book thru Barnes and Noble. Buy the book thru AMAZON. Buy the book thru indiebound. Buy the eBook.
See other vendors.

Back Cover Copy

A thriving financial advisor’s business is like a beautiful machine: your efforts produce your clients’ returns, and your clients feel rewarded, satisfied, and well-counseled—so much so that they refer friends and family to soon become rewarded, satisfied, and well-counseled clients, too.

But all too often, it doesn’t work that way! Have you found yourself so focused on the financial-advisor part of your job that you’re neglecting the business-expanding side? The Financial Advisor’s Success Manual shows you how to break out of that trap so you can start performing the high-value activities that lead to high-value clients and referrals.

This book first exposes the damaging practices that stunt business growth, and then presents you with the essential mindset, model, and processes you must adopt to achieve a steadily expanding business.

The Financial Advisor’s Success Manual provides a plan that brings new order to your current operation and proven tactics for making your practice more efficient and profitable. You’ll learn to:

• Find a compelling differentiation strategy

• Focus on opportunities by segmenting clients into tiers

• Fine-tune your six core processes

• Maximize the return on your time investment

• Build all-important client loyalty

• Find your best marketing and sales approach

• And more.

Packed with tables, graphs, worksheets, sample letters, and more, this guide provides every-thing you need for a long-term, thriving business.

Advance Praise for The Financial Advisor’s Success Manual

“The Financial Advisor Success Manual challenges you to make adjustments in your practice so you become more effective in developing new clients of affluence while gathering additional assets from existing clients.” — Art Mortell, President at Dynamics of Human Potential, author of The Courage to Fail and An Adventure Into Your Mind

“David Leo’s experience and wisdom are valuable to others, and it is meaningful to him to share these gifts with others.” — Mitch Anthony, from The New Retirementality

“This is a must-read for an advisor desiring to grow their business!”— Paul Pagnato, founder and CEO, PagnatoKarps

“David Leo’s tools, techniques, approaches, and coaching methods have had a major impact in my life.” — Rex Harris, founder, Harris Financial Services Inc.

“For those advisors willing to make the effort, what Leo details will help them significantly enhance their business.” — Stuart Nordheimer, Internationally known broker-dealer

Search the full text of this book


Order Now!

For single copy purchases of any AMACOM title, you can connect directly to the online retailer of your choice, from the list below, to buy the title you have selected. Most of our links will take you directly to that title on the site, making your shopping experience easier. You can also visit your local retailer, and if the book is not on their shelves they can special order it for you.

Retailers: Please contact us to change or add a listing.

Buying in Bulk?

We have very competitive discounts starting at 5 copies, as well as personal service, for bulk orders. Simply contact our Special Sales Department. Call 800-250-5308 or 212-903-8420 and ask for Special Sales. You can also email: