? book/article on fee based presentations

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Nov 13, 2005 10:50 am

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 13, 2005 10:41 pm

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=pdbbs_1/102-8388800-7656123?v=glance &s=books&n=507846

Nov 14, 2005 12:44 pm

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 6:17 pm
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.