Building a World Class Financial Services Business: How to Transform Your Sales Practice Inot a Company Worth Millions - Hardcover

Schreiber, Don

 
9780793144907: Building a World Class Financial Services Business: How to Transform Your Sales Practice Inot a Company Worth Millions

Inhaltsangabe

The goal of financial planning practices is to sumultaneously make money for their clients while also creating equity value within the business itself. This book by Don Schreiber, Jr. teaches financial planners how to turn their practices into institutional quality businesses.

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Über die Autorin bzw. den Autor

Don Schreiber, Jr., CFP, is president and chief executive officer of Wealth Builders, Inc., a financial planning and advisory firm that he founded in 1984. In 1988, he founded Wealth Builders Equity Corporation, an independent NASD broker, which was sold in 1996 to Investors Financial Group (IFG). In 1992, Schreiber, Jr. founded Wealth Builders Capital Management, an institutional quality, fee-based money management business. For much of his career, he has provided financial and strategy consulting services to owners of small and medium-sized businesses.

„Über diesen Titel“ kann sich auf eine andere Ausgabe dieses Titels beziehen.