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FINANCIAL
BROKER OPERATING MANUAL
This manual has been prepared as a guideline outlining the methods that
will assist you in becoming a successful financial broker.
This volume will not take the place of ability, attitude, skill and a
good decision making process in business.
Your decision to enter this business can lead to the most exciting and
financially rewarding career you could imagine. As a financial broker in the credit finance field, you can
have the opportunity to pursue an unlimited income depending upon your time
and dedication to the profession. A
successful financial broker enjoys independence and perhaps most
importantly-freedom from the dependence upon others in a job setting.
In other words you can create the environment to put your best
organizational skills to work to benefit you personally.
This manual is not only an effort to give the financial broker
direction and guidelines in start up and operation-but also to give an
accurate image of what the professional broker should be and project.
The financial field is big and specialized. It is like an ocean with many fish of different sizes and
description-but each one having a place in the scheme of things.
Yes like the ocean, the financial field is also full of sharks just
waiting to find a meal and you could be that target, the client can be that
target, everything is fair game to the sharks.
You can almost entirely avoid the sharks if you will follow the
guidelines in this manual. This
manual has been written and prepared with shark-infested waters in mind.
The professionals contributing to this manual have the scars to prove
the value of experience. Stick to
the voice of experience and don't try to make every mistake personally, it
really is not necessary.
We suggest you read and reread the operating manual for best results.
If something in the manual triggers a question for you-write it down
and get the answers. This is the
manner of acquiring skill and knowledge.
For best results in your business as a financial broker, supplement
this manual with a sense of awareness of what is going on in your own area in
the field of credit finance and lending. Keep up with current events that
effect your profession. Trade
magazines are a good supplement. This
manual has been divided into vital parts.
If you feel you have a weak area, study that part repeatedly and ask
questions and get the answers.
We
have attempted to make this manual complete and you may find things in it
which you may never need-but that to can be additional knowledge which is
money!
POB 68055, Albuquerque, N.M., 87193