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Learn about the Author, Bill Cole

The Complete Financial Advisor

The Complete Financial Advisor7 Steps to Becoming an Exceptional Financial Advisor in Today’s Marketplace


Develop the image, attract the clients, and build a Concierge-level practice. This book is written for advisors looking for the secret to success and the path to top advisor. Find your clues and start on the path to the top.

This is a "how to" career book for someone considering a career as a financial advisor, someone having just begun their career as an advisor, or an advisor struggling to build a successful career and become a million dollar producer! (175 pages, quality trade paperback)

Available from:

Amazon.com
BarnesandNoble.com
Trafford Publishing

The Complete Sales Manager

The Complete Sales Manager5 Steps to Winning the War and Avoiding The Triple Threat Minefields: Compliance, Operations, and Sales


Become an exceptional sales manager in the financial services industry today! This book is written for the new manager or for an advisor considering taking the manager path.

Learn valuable career tips from a 20-year veteran of the industry who was both an advisor and a sales manager!

Whether you are just beginning your career as a Sales Manager in the financial services industry or if you are considering a career as a sales manager, this book can give you ideas that will help you make the right career decisions! (159 pages, quality trade paperback)

The Complete Financial Advisor
William F. Cole, CFP™, President
BillCole@CompleteFinancialAdvisor.com