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|a 1938130022
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|a 9781938130021
|q (electronic bk.)
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|a 1WRLDSHRon1022789171
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|a (OCoLC)1022789171
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|2 22
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| 100 |
1 |
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|a Prince, Russ Alan.
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| 245 |
1 |
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|a Rainmaker.
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| 260 |
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|a Newburyport :
|b The National Underwriter Company,
|c 2012.
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| 300 |
|
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|a 1 online resource (151 pages)
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| 336 |
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|a text
|b txt
|2 rdacontent
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| 337 |
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|a computer
|b c
|2 rdamedia
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| 338 |
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|a online resource
|b cr
|2 rdacarrier
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|a Print version record.
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|a Intro; Dedication; About the Authors; Russ Alan Prince; Brett Van Bortel; Foreword; Chapter 1; The Secret to Sourcing New Affluent Clients; The Critical Traits of the Elite 1200; The Secret; What This Book Can Do for You; What Can Derail Your Success; Conclusions; Chapter 2; The Affluent; The Private Wealth Market is Highly Profitable for Financial Advisors; The Wealthy are Here to Stay; Wealthy Clients Place a High Value on Financial Advisors; The Private Wealth Market is Large and Growing; The Private Wealth Market Remains Wide-Open Territory; Conclusions; Chapter 3.
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| 505 |
8 |
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|a Understanding the AffluentThe Five Core Characteristics of the Wealthy; The High-Net-Worth Personalities; The High-Net-Worth Personalities and Core Characteristics; Conclusions; Chapter 4; Acquiring New Affluent Clients; The Importance of Referrals: Recapping the Logic; Wealthy Investors; Middle-Class Millionaires; Women of Wealth; Financial Advisors; Client Referrals Compared to Professional Referrals; The Competition for Accountant and Attorney Referrals; Formal Partnership Programs for Accountants; Conclusions; Chapter 5; Accountants and Attorneys as Strategic Partners.
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| 505 |
8 |
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|a The Opportunities with Accountants and LawyersThe Opportunity with Private Client Lawyers; Opportunities with Accountants Who Market Financial Products; Opportunities with Accountants Who Will Just Refer Their Affluent Clients; Opportunities with Other Types of Professionals; Conclusions; Chapter 6; The Strategic Partnership Process; The Predominant Approaches Financial Advisors Are Using Today; Defining a Strategic Partnership; Conclusions; Chapter 7; The Five Strategic Shifts of the Elite 1200; The Professional is the Client; The End of Referrals; The Law of Small Numbers.
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| 505 |
8 |
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|a Â#x80;#x9C;You & I, Incorporatedâ#x80;#x9D;The Economic Glue of Strategic Partnerships; Conclusions; Chapter 8; Foundational Fundamentals; The Basics; Personal Integrity; Personal Integrity and Being a Team Player; Personal Integrity and Avoiding the â#x80;#x9C;Edgeâ#x80;#x9D;; Technical Expertise; Conclusions; Chapter 9; The Professional Profiling Tool; The Tool; The Person; Practice Goals and Objectives; Financial Product Issues; Practice Management; The Professionalâ#x80;#x99;s Clientele; Marketing; Compensation; Financial Advisors; The Close; Your Objective Using the Professional Profiling Tool; The Implementation Roadmap.
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| 505 |
8 |
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|a ConclusionsChapter 10; The Economic Glue; Direct Financial Incentives; Indirect Financial Incentives; Conclusions; Chapter 11; Filling the Pipeline; Strategic Scenario Sessions; Non-Aligned Structured Seminars; Conclusions.
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| 500 |
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|a EBSCO eBook Business Collection
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| 500 |
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|a EBSCO eBook Academic Comprehensive Collection North America
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| 650 |
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|a Financial planners
|x Marketing.
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| 650 |
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0 |
|a Investment advisors
|x Marketing.
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| 650 |
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0 |
|a Affluent consumers
|x Finance, Personal.
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| 650 |
|
0 |
|a Business referrals.
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| 650 |
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0 |
|a Rich people
|x Psychology.
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| 700 |
1 |
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|a Van Borte, Brett.
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| 730 |
0 |
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|a WORLDSHARE SUB RECORDS
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| 776 |
0 |
8 |
|i Print version:
|a Prince, Russ Alan.
|t Rainmaker.
|d Newburyport : The National Underwriter Company, ©2012
|
| 856 |
4 |
0 |
|u https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1699463&authtype=ip,sso&custid=s4672406
|z CONNECT
|3 eBooks on EBSCOhost
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|a Middle Tennessee State University
|b Main
|c James E. Walker Library
|d Electronic Resources
|t 0
|e HG179.5
|h Library of Congress classification
|
