PDF Download Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor, by Erin Tamberella
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Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor, by Erin Tamberella
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Plateau to Pinnacle is the story of Luke, a veteran financial advisor who's been in the business for 10 years. Luke always assumed he'd be a million-dollar producer but hits a plateau that ends up lasting for years. He's grown complacent and comfortable until a devastating event shatters his entire world. Feeling lost and wondering how he'll ever recover, he meets a powerful yet mysterious mentor, Victor Guise. Victor teaches Luke how to systematize his business, and together they lay the foundation he needs to reach the goal he'd all but abandoned. Luke learns much more than just business from his enigmatic mentor. As Victor helps Luke recognize and believe in his own potential again, his business changes and in the process, so does he. The book is content-rich and advisor-friendly. It pulls the content from each chapter into an easy-to-follow, step-by-step checklist for systematizing the advisor's practice.
- Sales Rank: #715391 in Books
- Published on: 2015-01-14
- Original language: English
- Number of items: 1
- Dimensions: 8.50" h x .58" w x 5.51" l, .72 pounds
- Binding: Paperback
- 254 pages
Most helpful customer reviews
8 of 8 people found the following review helpful.
Do yourself and your clients a favor and read this ONE!
By Michelle L. Arpin
This book is for the advisor just starting out or the seasoned Financial Advisor looking to reenergize and reengage their business. Told in a unique story form, Plateau to Pinnacle engages the reader and offers tips, strategies and plans at every turn of the page. Excellent ideas and very motivating. Do yourself and your clients a favor and read this ONE!
Michelle Arpin Begina, CFP, CIMA, RICP
7 of 7 people found the following review helpful.
Tamberella strikes the perfect balance between an entertaining story and practical steps to improve your practice.
By sharyn l kelly
I throughly enjoyed this book! The author was able to strike the perfect balance between practical changes I could make immediately and keeping me captivated by the story. I could not put the book down. The worksheets in the back of each chapter and at the end of the books are the best!
6 of 6 people found the following review helpful.
Fortunately, I took just a couple of minutes to ...
By N. Powell
Since I often spend so much time reading financial news updates and investment research, I rarely afford myself the time to read for pleasure. Fortunately, I took just a couple of minutes to read the first few pages of Plateau to Pinnacle, because it hooked me right away. I’ve enjoyed every second of reading this book. I found it entertaining and easy to read, but more importantly, it’s helping me relearn the business in a way I can actually remember and implement. I like the way the end of each chapter is set up, because I plan to refer back to the book on a regular basis.”
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