Showing results by author "Stephen Boswell"


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    • Best Practices of Elite Advisors

    • By: Matt Oechsli, Stephen Boswell
    • Narrated by: David Moran
    • Length: 4 hrs
    • Unabridged
    • Overall
      4.5 out of 5 stars 49
    • Performance
      4 out of 5 stars 42
    • Story
      4 out of 5 stars 41

    The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.

    • 5 out of 5 stars
    • Great simple guide

    • By Richard Popp on 03-29-17

    Regular price: $14.95