The Team Approach: Changing the Way Financial Professionals Help Clients - Softcover

Minnick, Darby J.

Softcover

ISBN 10: 1689027932 ISBN 13: 9781689027939

Publisher: Independently published, 2019

Synopsis

You’ll never look at business and estate planning the same way again.

The Team Approach is a contemporary strategy that challenges the current culture around how people work with the financial professionals they hire.

Instead of spending valuable time with each expert in their separate fields, The Team Approach brings a holistic, collaborative, board-of-directors-type approach that can help you protect, plan, and grow your financial legacy like never before. You can’t afford to miss this paradigm shift.

"The Team Approach has enhanced the trajectory of my business. When you have a team of financial professionals by your side, they empower you with their ideas, insight and expertise. Use this book to raise the bar with the professionals you work with." —Tom Swenson, President, Bank of Montana

Edition details

• Publisher: Independently published
• Publication date: 2019
• Language: English
• ISBN 10: 1689027932
• ISBN 13: 9781689027939
• Binding: Paperback
• Number of pages: 76