Building a High-End Financial Services Practice: Proven Techniques for Planners Wealth Managers and Other Advisors (Bloomberg) - Hardcover

Oberlin, Cliff; Powers, Jill

9781576601587: Building a High-End Financial Services Practice: Proven Techniques for Planners Wealth Managers and Other Advisors (Bloomberg)

Hardcover

ISBN 10: 1576601587 ISBN 13: 9781576601587

Publisher: Bloomberg Press, 2004

building a high-end financial services practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets. this book provides proven strategies for dealing with increased market volatility, new tech-nology hurdles, more and more-complex financial products, and competition that seems to be coming out of the woodwork. it also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business. in addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques. having built a hugely successful financial advisory practice as well as a thriving broker-dealer, authors cliff oberlin and jill powers have firsthand insight into what works in today’s tough environment, and what you need to thrive in tomorrow’s. whether you are already enjoying success or just starting out, building a high-end financial services practice gives you the map to maximum efficiency and profits.

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About the Author:

Cliff Oberlin is CEO of Oberlin Financial Corp. The former president and CEO of MFI Investments, which merged in 1995 with Sky Financial, Inc., he has more than twenty-five years experience as a licensed representative and general securities principal. Mr. Oberlin has won numerous awards and has taken a leadership role in industry organizations, including chairing both the NASD District 8 Business Conduct Nominating Committee and the International Association for Financial Planning�s Broker-Dealer Division. He is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner.
Jill Powers is president of Oberlin Financial Corp. As president, Ms. Powers is responsible for directing the marketing, operations, and compliance divisions of the firm. She serves on the NASD District 8 (Chicago) Business Conduct Committee as well as the NASD Small Firms Advisory Board and is active in the Financial Planning Association in both the broker-dealer and the practitioner divisions. She holds several securities and insurance licenses and is a Certified Financial Planner.

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