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The Financial Advisor's Success Manual

How To Structure And Grow Your Financial Services Practice

Josh Langford
The book will give you the tools and techniques you need to be a top-producing financial advisor. Many books tell you what to do. This book tells you specifically how to do it.
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• Develop a differentiation strategy
• Effectively segment your book and analyze opportunities
• Define and implement your six core client-facing processes
• Balance the cost of services with the value delivered
• Formulate your business plan
• Enhance client loyalty
• Measure what matters
• Perfect your personal marketing and sales approach
Purchase Now
How do you become a million-dollar producer, boost client satisfaction, and dramatically expand your business? 

​The Financial Advisor’s Success Manual provides the answers to these all-important questions—along with the proven techniques and expert insights you need to maximize the profitability of your practice.


​Financial service firms traditionally aren’t designed for serious growth. But this book shows how to break that cycle and earn more—all while serving your clients better.
You’ll learn to:
  • Develop a differentiation strategy
  • Effectively segment your book and analyze opportunities
  • Define and implement your six core client-facing processes
  • Balance the cost of services with the value delivered
  • Formulate your business plan
  • Enhance client loyalty
  • Measure what matters
  • Perfect your personal marketing and sales approach
Packed with tables, graphs, forms, worksheets, sample letters, and more. 

​The Financial Advisor’s Success Manual supplies everything you need to grow your business beyond your wildest expectations.
Purchase Now
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