The Game of Numbers: Professional Prospecting for Financial Advisors
by Nick Murray
A concise resource on prospecting and sales techniques for financial advisors working in wirehouse and fee-based settings.
About This Book
The Game of Numbers focuses on prospecting strategies essential for financial advisors and planners.
It covers methods such as cold calling, seminars, and referral systems used in wirehouse and fee-based environments.
The book addresses both commission-based and fee-based business models relevant to CPAs, CFPs, and CFAs.
Reviews
No reviews yet. Be the first to review this book!
Write a Review
I will be using this book for:
1 total vote