As a new financial planner working on an independent platform, I was seeking help to develop a marketing plan to get my business ramped up as quickly as possible.This book exceeded my expectations.Dave shares what your goals should be depending on what stage in the business you are, then proceeds to explain how to go about achieving them.I appreciate that he spends little time covering motivation, other than to recognize that to work as hard as one needs to build a million dollar practice, you've got to have your own deep motivation to do the marketing required.The most value is in the "how to" go to market which sets this book apart for most others.My only regret is that the book was not published prior to my start date.If you are new to the financial services business or looking to make a career change, this is a must read book.If you are a seasoned pro, but not a million dollar producer and want to break through to the next level, this book will be of great assistance.
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