home
7 practices
services
financial advisors
wholesale
impact
resources
contact
fade
Bridging the Value Gap
oorder the book

We are entering a time of unprecedented opportunity for financial advisors. Yet many advisors are being left out. Clients and their money are flowing to a relatively few very successful financial advisors.

Tom Rieman’s new book Bridging the Value Gap addresses the real issues inhibiting advisor success and offers a powerful blueprint, The Seven Practices, to help more FAs employ the comprehensive and consultative services that affluent consumers are attracted to.

Drawing on cutting edge industry research, deeply grounded theory and an intimate understanding of the financial services industry, Rieman offers financial services professionals at all levels insightful direction and instruction on how to integrate the practices proven to drive top producer success.

Bridging the Value Gap is a great tool for any serious financial advisor or wholesaler. It offers practical in-depth guidance on building a more successful, sustainable, and compliant advisory practice.

Bridging the Value Gap will help you to:

  • Realign your business around value versus product
  • Differentiate yourself in the marketplace
  • Better fulfill you fiduciary responsibilities
  • Generate greater client satisfaction & loyalty
  • Attract more affluent clients
  • Increase production and AUM
 

 

Home | The 7 Practices | Services | High-Value Financial Advisors | High-Value Wholesalers | About Impact | Resources | Contact Us

Copyright © 2008 Impact Training & Consulting Inc. All rights reserved