$27.50

Ebook format only

It is accessible via the NMI system.

It cannot be downloaded or printed.

 

Talking It Over Just the Two of Us: A Guide for the Financial Advisor's Life Partner

by Nick and Joan Murray

Table of Contents

Contents
            1          Why We Are Writing This Book       2
            2          How It All Started      10
            3          Do You Really Want To Be a Partner?        18
            4          Just for Today            28
            5          Setting the Agenda   42
            6          Measuring Activity, Not “Results”    54
            7          The Supreme Secret of Prospecting: “No” Doesn’t Hurt  64
            8          Your Partner Is Going to Succeed   74
            9          Fear Kills        82
            10       The Illusion of “Motivation” 94
            11       The Strange Case of Family and “Friends”            100
            12       The Business Is a Virtuous Cycle     110
            13       Financial Planning Is Fundamentally Simple         118
            14       Leaving Expertise to the Experts    130
            15       Questioning and Listening   138
            16       Stress  146
            17       The Retirement Income Planning Bonanza           152
            18       YOYO: The Coming Golden Age of Personal Financial Advice      162
            19       What We Have Sought to Say          168
            20       Further Resources    180

 


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