Creating a Pipeline of New Affluent Clients: Building Strategic Partnerships With Lawyers & Accountants
Russ Alan Prince
ISBN: | 9780872186385 |
Publisher: | Natl Underwriter Co |
Published: | 1 August, 2003 |
Format: | Paperback |
Language: | English |
Creating a Pipeline of New Affluent Clients: Building Strategic Partnerships With Lawyers & Accountants
Russ Alan Prince
ABOUT THE AUTHORS Russ ALAN PRINCE Russ Alan Prince is president of the market research and consulting firm Prince & Associates, Inc. and is the leading authority on the private wealth market and advisor-based distribution. For professional and financial advisors, Mr. Prince provides a variety of coaching and consulting services. He is often called upon to develop proprietary prospecting systems and to provide high-end customized practice management programs. Mr. Prince is a columnist with Financial Advisor Magazine, the National Underwriter, Registered Rep and Trusts 6- Estates, where he is also on the editorial board. He is the author of 30 books focused on the high-net-worth market and financial advisors. ARTHUR A. BAVELAS Arthur A. Bavelas is president and CEO of Resource Network LTD, a marketing, practice management, and distribution consulting firm specializing in financial services, with a focus on maximizing productivity for both the advisor and institution in the high-net¬worth and private wealth markets. Mr. Bavelas, a CLU and ChFC, is a featured columnist with the National Underwriter and is active in industry associations including AALU and the SFSP.
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