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The Connected Advisor

The Connected Advisor cover image
The Connected Advisor cover image The Connected Advisor cover image
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by: Maureen Wilke
Books with a 5 star rating  (4)
Publication Date: November 5, 2012
Book Size: 6" x 9"
Pages: 160
Binding: Perfect Bound
Color: Black and White

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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
Maureen Wilke
Posted: November 5, 2012
Customer comment 5 star rating
“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
Posted: November 5, 2012
Customer comment 0 star rating
“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
Posted: November 5, 2012
Customer comment 5 star rating
“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
Customer comment 5 star rating
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!