Advisor2000: Strategies for Success in the New Millennium
The Prudential Assurance Company of America, 1999

A handbook for professional advisors on how to reengineer their business models toward greater efficiency and profitability. Based on the best practices of successful financial advisors and focused on six key areas: working with the affluent, professional development, strengthening client relationships, building a complementary team, partnering with financial institutions and work/life balance.