CHAPTER 19
Beyond a Million-Dollar Practice
ACHIEVING A MILLION-DOLLAR PRACTICE IN FINANCIAL SERVICES is the standard of success that most advisors measure themselves against. Less than 1 percent of all registered representatives ever build a million-dollar practice. Once you have reached the million-dollar level and have taken the appropriate amount of time to celebrate, however, the obvious question is: What’s next? The answer should be another question: What does it take to become a multimillion-dollar producer?
In my experience as a manager and professional coach, I have worked with dozens of advisors who built a multimillion-dollar practice. Of the multimillion-dollar producers, there are a number of them who stood out as best practitioners. ...
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