Unique Process Advisors
Over the last 20 years, there have been two important changes in the financial advisory business, according to Dan Sullivan. One is the majority of advisors have lost much of their entrepreneurial freedom due to bureaucratic and regulatory constraints. At the same time, a minority group of advisors have become more “independent, creative and valuable in the marketplace,” he says. In Unique Process Advisors, the author engages with some of those advisors to learn about their unique approach to dealing with their clients and growing their business.
Dan Sullivan, The Strategic Coach Inc., 2008-06-20ISBN: 9781897239155
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February 19, 2018