| Document Type
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BL
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| Record Number
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1016055
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| Doc. No
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b770425
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| Main Entry
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Drozdeck, Steven R.
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| Title & Author
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The mega producers : : secrets of financial services superstars to lead you to the top /\ Steven Drozdeck.
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| Publication Statement
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Chicago :: Dearborn Trade Pub.,, ©2003.
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| Page. NO
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xv, 239 pages :: illustrations ;; 23 cm
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| ISBN
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0793178363
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: 9780793178360
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| Notes
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"A Kaplan Professional Company."
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Includes index.
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| Contents
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The survey -- Mental imperatives -- Ten to-dos -- Ten ideas for maximum leverage -- A month in the life of a mega producer -- Your actual versus stated value -- Benchmarking yourself -- Raising the bar -- Positioning your services -- Benchmarking communications -- Making a difference--the right attitude -- The psychology of high net worth investors -- Uncover hidden assets with financial profiling -- Lifestyle planning -- Lifestyle, mission, and vision questions -- Your ideal lifestyle -- Characteristics and attributes of success -- The percent shift -- Assessing your practice and management skills -- Partnering -- Networking and brain trusts -- The PROGRESS model -- Business analysis -- Demographic study -- Referrals I--the basics -- Referrals II--the higher levels -- Dealing with corporations -- 14 critical questions -- Branding--not just for cattle anymore -- The value of PR -- Using the web effectively -- Seminar sizzle -- Benchmarking professional knowledge -- A compelling case for advice -- Managed money -- Foundations and endowments -- Technology, technique, or both -- Prudent investment practices -- Rate your knowledge -- Macro strategic planning -- Evaluate skill, not style -- Benchmarking personal and personnel motivation -- The character of success--seven keys to great leadership -- TEAMing for success -- Building a successful team -- Coaching and counseling -- Conducting effective job interviews -- How to/Want to/Chance to --a performance evaluation model -- Understanding performance issues -- The price of change -- Goal setting.
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| Abstract
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There is a conspicuous void of resources and mentors in the financial services industry, according to Drozdeck. "The Mega Producers offers a fresh approach, a synthesized description of what it takes to truly be "the best of the best" in the competitive world of financial management and planning. Most important, readers will learn what to do and what to avoid on the road to success.
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| Subject
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Investment advisor-client relationships.
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Investment advisors-- Marketing.
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Investment advisors.
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Success in business.
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Investment advisor-client relationships.
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Investment advisors-- Marketing.
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Investment advisors.
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Success in business.
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| Dewey Classification
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332.6
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| LC Classification
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HG4621.D763 2003
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