The Asset Challenge

THE PURPOSE OF this book is to enable you to learn from our top advisors and to implement their best practices, taking your business to a significantly higher level. You should now be familiar with the strategies that define the 13 lessons, and understand how our top advisors implemented them into their own businesses. Their personal examples specifically highlighted many of the tactics that worked for them.

The word tactics comes from a military term used to describe “the steps that need to be taken to execute the strategic plan.” Too often, training in our industry is focused on just the strategy. This chapter will supply you with the information on the necessary tactics that can bring the 13 strategies to life.

The idea ...

Get The Million-Dollar Financial Advisor now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.