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? book/article on fee based presentations

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Nov 13, 2005 3:50 pm

Bjames

Joined: 2005-11-13Offline

hi,

after 20+ years, i finally want to start selling fee based, but can’t seem to

break from my very successful OLD presenation. so, can anyone suggest

a good article or book that lays out a good first meeting presentation, or

would you be willing to share what has worked for you.

thanks,

bjames

Nov 14, 2005 3:41 am

dividends

Joined: 2004-12-04Offline

Anything by Nick Murray is excellent.  The Ecellent Investment Advisor or the newer The New Financial Advisor

http://www.amazon.com/exec/obidos/tg/detail/-/0966976320/qid =1131939663/sr=8-1/ref=pd_bbs_1/102-8388800-7656123?v=glance &s=books&n=507846

Nov 14, 2005 5:44 pm

maybeeeeeeee

Joined: 2005-02-24Offline

You must read the new Financial Advisor on this subject.  I think it is one of the last chapters, but the book goes very quickly.

Nov 17, 2005 11:17 pm

Bjames

Joined: 2005-11-13Offline
maybeeeeeeee:

You must read the new Financial Advisor on this subject. I think it is one of the last chapters, but the book goes very quickly.