Financial Advisor's Success Manual (eBook)

How to Structure and Grow Your Financial Services Practice

Craig CMIEL, David LEO (Autoren)

eBook Download: EPUB

2017
288 Seiten
Amacom (Verlag)
978-0-8144-3914-2 (ISBN)

Infos

The Financial Advisor’s Success Manual provides the tools and techniques you need to be a top-producing financial advisor, along with the expert insights you need to maximize the profitability of your practice. Packed with tables, graphs, forms, worksheets, sample letters, and more, The Financial Advisor’s Success Manual supplies everything you need to grow your business beyond your wildest expectations.

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Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that.Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor's Success Manual will show you how to break the cycle of moderate growth by teaching you how to:Develop a differentiation strategyDefine and implement your six core client-facing processesBalance the cost of services with the value deliveredEnhance client loyaltyPerfect your personal marketing and sales approachYou didn't start your financial services firm with a goal of modest gains. So don't settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.

Produkt-Details

• Erscheint lt. Verlag: 7.12.2017
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Themenwelt: Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft
• Schlagworte: Advisory • Business Plan • client loyalty • client service • Financial • financial advisor • Financial Services • financial services practice • forms • growing your practice • growth • grow your business • grow your practice • Marketing • million-dollar financial services practice • million-dollar practice • Practice • processes • Sales • sample letters • Strategy • top producer • Wealth Management • wealth manager • Worksheets
• ISBN-10: 0-8144-3914-4 / 0814439144
• ISBN-13: 978-0-8144-3914-2 / 9780814439142