…information on marketing, prospecting, sales and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often. "
“…filled with valuable information from a smart manager who has been there and done that successfully.”
On Wall Street
"...a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.”
Agent’s Sales Journal
“…providing clear…processes for defining and implementing proven marketing tactics for financial practices to use as a guideline… give[s] new and existing owners some food for thought.”
Broker Dealer Journal
“… an easy read…providing clear and methodical processes for defining and implementing proven marketing tactics for financial practices…” Broker Dealer Journal