The Connected Advisor by Maureen Wilke : $24.95 : TheBookPatch.com

Click images to enlarge

by: Maureen Wilke

(4)

Publication Date: November 5, 2012

Book Size: 6" x 9"

Pages: 160

Binding: Perfect Bound

Color: Black and White

$24.95

Quantity:

Usually ships within 2 - 5 business days

Book Synopsis

A sought-after expert on practice management, Maureen Wilke has coached thousands of advisors to help them build successful financial advisory practices. Her proven techniques are featured in The Connected Advisor: 8 Months to Build an Extraordinary Practice. The book shows advisors how to establish an extraordinary practice in eight short months, using a proprietary program to retain and acquire top-tier clients, develop a unique brand, integrate proven social media, deliver high-impact communications, automate referrals, time-saving strategies and a special bonus chapter features how to “Capture the $2 Trillion Retirement Market.” Maureen has conducted educational seminars for numerous financial firms and organizations, including Morningstar, AXA, LPL CCS, and the Money Management Institute.

Customer Comments

Write your own comment

Maureen Wilke

Posted: November 5, 2012

“I've known and worked with Maureen Wilke for many years. I personally have found real benefits in her program. Whether you're an advisor who is just starting out and needs a grounding in the basics, or an advisor who has hit a plateau and wants to break through to the next level, I believe Maureen's plan for building and growing your practice is a great resource.”
— Christine Nigro, President, AXA Advisors

Anonymous

Posted: November 5, 2012

“I've known Maureen Wilke for years. She's helped countless advisors become more efficient and grow, so if a bigger, more successful business is what you want, there's no better resource than The Connected Advisor.”
— Evan Cooper, Deputy Editor, InvestmentNews

Anonymous

Posted: November 5, 2012

“The Connected Advisor program is a great nuts and bolts system for building a successful financial advisory practice. Every advisor, whether just beginning in the business or a seasoned pro, will glean important information from this book.”
— Leslie Banks, Senior Product Manager, Morningstar

Lyn Fisher

Posted: June 5, 2013

Maureen has definitely covered all the things an professional advisor must do to build a successful practice. I would highly suggest that every financial advisor buy a copy and refer to it continually, as their guidebook to success!

Write your own comment