Structural Alpha

Building & Maintaining An Elite Wealth Management Practice

Inbunden, Engelska, 2019

319 kr

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In Structural Alpha, author Sal Tiano identifies a set of principles that have been, and continue to be, instrumental in his success as a wealth manager, and presents actionable tips on how to grow your own elite wealth management business based on his concept of “structural alpha” that he has developed over the years. Providing concrete steps you can take within your own business, Structural Alpha will help you learn how to systematically acquire and maintain high net worth clients, as well as build and manage a team around you.

Produktinformation

Utgivningsdatum2019-10-03
Mått160 x 229 x 20 mm
Vikt544 g
FormatInbunden
SpråkEngelska
Antal sidor224
FörlagAdvantage Media Group
ISBN9781946633606

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Finansiering inom Ekonomi och ledarskap

SAL TIANO is a wealth manager at First Republic Private Wealth Management. His team was ranked on the 2019 “Top 50 Private Wealth Advisory Teams in the Country” list by Barron’s. Sal, who has generated well over $100 million in gross production revenues in his career, was ranked second on Forbes’ “Best-In-State Wealth Advisors” list for South Florida in 2019, as well as named on Forbes’ 2018 “Top 100 Financial Advisors in America” list. For seven consecutive years, Sal has been ranked among the top ten financial advisors in Florida by Barron’s, which also ranked him on their 2019 “Top 100 Advisors in the Country” list. Sal is very involved in the community, supporting local charities and serving on several boards. He lives in Jupiter, Florida, with his wife Kim and their five children.

Acknowledgments Foreword Why I Wrote This Book The Family Business Is Not for Me Top 10 Keys for Success Rainmaking—Building a Pipeline Rainmaking—Converting Prospects into Clients Using Structural Alpha to Become Indispensable Your Wealth Management Strategy You Can’t Do It Alone: Building and Managing a Team Mistakes Advisors Make—And Some I’ve Made Myself Keeping Up with a Changing Industry Hints and Tips to Grow a Wealth Management Business About the Author Appendix Bibliography