Building a World Class Financial Services Business

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Kaplan Publishing, Jun 18, 2001 - Business & Economics - 304 pages
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The goal of financial planning practices is to sumultaneously make money for their clients while also creating equity value within the business itself. This book by Don Schreiber, Jr. teaches financial planners how to turn their practices into institutional quality businesses.

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About the author (2001)

Don Schreiber, Jr., CFP, is president and chief executive officer of Wealth Builders, Inc., a financial planning and advisory firm that he founded in 1984. In 1988, he founded Wealth Builders Equity Corporation, an independent NASD broker, which was sold in 1996 to Investors Financial Group (IFG). In 1992, Schreiber, Jr. founded Wealth Builders Capital Management, an institutional quality, fee-based money management business. For much of his career, he has provided financial and strategy consulting services to owners of small and medium-sized businesses.

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