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Real Wins ROI: Slow down. Invest in what matters.
For years, Advisors Excel worked diligently to fine-tune sales processes our producers implemented. We learned from those who perfected techniques and shared insights by networking with local, independent financial advisors throughout America. Strides made by many practices prompted Advisors Excel to revise its company mission Help good advisors become great business owners so they can help people enjoy amazing retirements. In his book, Real Wins ROI, longtime Advisors Excel executive Matt Neuman details many of the strategies Advisors Excel has found advantageous for the business owners it represents. Their business growth reflects their collective maturity as entrepreneurs, advisors, managers and owners. Real Wins ROI shares insights we know make a difference in turning successful salespeople into successful business owners.
226 pages, Paperback
Published July 20, 2023
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