Create a world-class financial services company

Author: Tang Shilie
Publisher:
Publish Date: 2003-05-01
Features: How to transform your financial services business into a million-dollar company. This book demonstrates reliable strategies to transform a financial consulting business into a systematic, high-quality company, providing clients with the best and most useful plans and investment advice, while delivering high-level ongoing services—starting from zero, creating massive value for the company throughout the process. With the company model, tools, and worksheets provided in this book, any asset manager or financial consultant can transform their business into a high-yield, transferable world-class company.