Overview

"""I have no doubt whatsoever that every advisor who reads this book will find something with the potential to elevate their business to new heights."" George Hartman CEO, Market Logics, Inc. and author of Risk is a Four Letter Word; Blunder, Thunder, Wonder; and Exit is a Four Letter Word. ================================================================================= ""A compelling, well written and easy to read book which provides potential and experienced advisors with comprehensive insights into how successful financial advisors build their practices by adopting flexible strategies to meet the ever evolving needs of investors. An educational tool for advisors and also a very helpful guide to what investors should be aware of when choosing a financial advisor."" Philip Armstrong Past Chairman of the Investment Funds Institute of Canada and the Mutual Fund Dealers Association of Canada; and former CEO of Jovian Capital Corporation and Altamira Investment Services Inc. ================================================================================== ""A must read for advisors. Unbiased advice from hundreds of practitioners who successfully run their own businesses. You can spend a lifetime learning what you can find in this book."" Fidel N. Hinds Consultant, Caprion Consulting International Former Managing Director with the Royal Bank of Canada"

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9780228804703

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Dwarka Lakhan's extensive training and corporate experience, combined with thousands of interviews in the course of writing more than 2,500 articles for dozens of publications, have provided him with deep insights into what works and what doesn't when building a successful business. He recognizes that strategies and tactics cannot be restricted to a box when it comes to running a business. That is why he shares the real world experiences of hundreds of professionals who live and breathe practice management to provide readers with a variety of options to execute their vision and reimagine their practice. Dwarka holds a Master's in Business Administration; an undergraduate degree in Economics and a postgraduate Master's Certificate in Integrated Marketing Communications. He is a Fellow of the Institute of Canadian Bankers and a Fellow of the Canadian Securities Institute(R).

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