11 Ways Financial Advisors Attract Their Ideal Clients With A Book

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11 Ways Financial Advisors Attract Their Ideal Clients With A Book

Author : Adam Witty
Publisher : Advantage Media Group
ISBN 13 : 1599324547
Total Pages : 132 pages
Book Rating : 4.5/5 (993 download)

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Book Synopsis 11 Ways Financial Advisors Attract Their Ideal Clients With A Book by : Adam Witty

Download or read book 11 Ways Financial Advisors Attract Their Ideal Clients With A Book written by Adam Witty and published by Advantage Media Group. This book was released on 2013-11-01 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: More Leads. Free Publicity. Speaking Opportunities. Ultimate Authority & Credibility. This book teaches you how to quickly and easily use a book as rocket fuel to propel the growth and expansion of your business. Inside, 11 financial advisors, who became authors, reveal how they have used their books to attract their ideal clients and grow their businesses as a result. You will learn: • How Ann Vanderslice, President and CEO of Federal Retirement Planning Strategies, expanded her local business to a national enterprise in the span of one year with the help of her book. (Chapter 2) • How Founder of Strategic Wealth Designers, Matt Dicken, uses his book to turn a “lukewarm lead” into a “hot lead” before meeting with potential clients, making first-time appointments more productive and successful. (Chapter 3) • How Mike Canet, President & Founder of Prostatis Financial Advisors Group, leveraged his book to “create the aura of celebrity, credibility, and expertise” and appear in hundreds of journals, newspapers and major stations across the country – and doubled his income in the span of two years. (Chapter 4) • How CEO of First Financial Partners, Matt Zagula, promoted his book on national TV, creating a campaign that uncovered a new market for his business and generated a 7-figure rate of return. (Chapter 7) • How Thomas Helbig, Founder & CEO of Retirement Advisory Group, found an easy way to write his book and turned his “struggling” business into a success that doubled his income in one year. (Chapter 12)

The One-Page Financial Plan

Author : Carl Richards
Publisher : Portfolio
ISBN 13 : 1591847559
Total Pages : 226 pages
Book Rating : 4.5/5 (918 download)

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Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Book The Business

Author : Adam Witty
Publisher : Advantage Media Group
ISBN 13 : 1599324075
Total Pages : 184 pages
Book Rating : 4.5/5 (993 download)

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Book Synopsis Book The Business by : Adam Witty

Download or read book Book The Business written by Adam Witty and published by Advantage Media Group. This book was released on 2013-10 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Inside these pages, you'll discover nine exciting, different ways to make money and advance your career, business or cause by being the author of a book."--Back cover.

Master the Media to Attract Your Ideal Clients

Author : Derrick Kinney
Publisher : Wiley
ISBN 13 : 0471718475
Total Pages : 250 pages
Book Rating : 4.4/5 (717 download)

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Book Synopsis Master the Media to Attract Your Ideal Clients by : Derrick Kinney

Download or read book Master the Media to Attract Your Ideal Clients written by Derrick Kinney and published by Wiley. This book was released on 2004-11-03 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Master the Media to Attract Your Ideal Clients "This book is a marketing masterpiece. It should be required reading for all financial professionals." -Janine Wertheim, Chief Marketing Officer Securities America, Inc. "Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more-Derrick Kinney delivers on his promise to help you 'master the media.'" -Harold Evensky, CFP author, Wealth Management "This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!" -Brian Tracy, President, Brian Tracy International author, Create Your Own Future "Kinney offers an easy and effective 'how-to' approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there." -Gail S. Waisanen, CLU, Editor, Life Insurance Selling "Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients." -John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning

The Marketing Guide For Financial Advisors

Author : Claire Akin
Publisher :
ISBN 13 : 9781705950395
Total Pages : 160 pages
Book Rating : 4.9/5 (53 download)

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Book Synopsis The Marketing Guide For Financial Advisors by : Claire Akin

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

Attracting Perfect Customers

Author : Stacey Hall
Publisher : Berrett-Koehler Publishers
ISBN 13 : 1609940377
Total Pages : 234 pages
Book Rating : 4.6/5 (99 download)

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Book Synopsis Attracting Perfect Customers by : Stacey Hall

Download or read book Attracting Perfect Customers written by Stacey Hall and published by Berrett-Koehler Publishers. This book was released on 2001-10-15 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: “A step-by-step approach to increasing your happiness, as well as your profitability and success in business . . . A very provocative concept.” —Gerry Myers, author of Targeting the New Professional Woman Most businesses spend far too much of their time and energy struggling to get new customers or hang on to existing ones—even customers who are ultimately more trouble than they’re worth. Attracting Perfect Customers invites readers to move beyond the notions that “business is war” and winning market share means “beating” the other guy. The authors outline a simple strategic process for making businesses so highly attractive that perfect customers and clients are naturally drawn right to them. Sound too good to be true? Hall and Brogniez have successfully shown clients how to do it for years, and now they share their secrets. They prove that war-like marketing techniques seem antiquated and labor-intensive when compared to the Strategic Attraction Planning process, which requires just five minutes each day and enables any business to easily attract customers that are a perfect fit for their organization—the kind of customers it is a pleasure to serve. The authors reveal the six success standards of strategic synchronicity and share simple, fun, and easy-to-follow exercises that can be applied to any organization. They walk you through the process of creating your own personalized Strategic Attraction Plan and provide 21 supportive tips for making any company more attractive to its perfect customers. Attracting Perfect Customers will take you to a place where there is an abundance of perfect customers and clients with whom you can build strong, satisfying, profitable, and lasting relationships.

The Enduring Advisory Firm

Author : Mark C. Tibergien
Publisher : John Wiley & Sons
ISBN 13 : 1119108764
Total Pages : 213 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis The Enduring Advisory Firm by : Mark C. Tibergien

Download or read book The Enduring Advisory Firm written by Mark C. Tibergien and published by John Wiley & Sons. This book was released on 2016-11-30 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

Author : Kathleen Burns Kingsbury
Publisher : McGraw Hill Professional
ISBN 13 : 0071798986
Total Pages : 273 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by : Kathleen Burns Kingsbury

Download or read book How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2012-08-31 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

The Next Millionaire Next Door

Author : Thomas J. Stanley, Ph.D.
Publisher : Rowman & Littlefield
ISBN 13 : 1493035363
Total Pages : 272 pages
Book Rating : 4.4/5 (93 download)

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Book Synopsis The Next Millionaire Next Door by : Thomas J. Stanley, Ph.D.

Download or read book The Next Millionaire Next Door written by Thomas J. Stanley, Ph.D. and published by Rowman & Littlefield. This book was released on 2018-10-01 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is the millionaire next door still out there today? The latest research from Dr. Thomas J. Stanley and his daughter, Dr. Sarah Stanley Fallaw, confirms that, yes, the millionaire next door is alive and well. And he’s achieving his financial objectives much the same way he always has: by living below his means, being a contrarian in a maelstrom of hyper-consumption, and being disciplined in reaching his financial goals. The book examines wealth in America 20 years after Dr. Stanley’s groundbreaking work on self-made affluence. While a new generation of household financial managers are being inundated with the proliferation financial advice, The Next Millionaire Next Door provides readers with an analysis of what it takes to achieve wealth with data-based conclusions and evidence from those who have built wealth on their own over the last two decades. In this current work, the authors detail how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. Through case studies, survey research, and a careful examination of quantitative studies of wealth, the authors illustrate what it takes to achieve financial success today, regardless of market conditions or rising costs.

Selling the Invisible

Author : Harry Beckwith
Publisher : Business Plus
ISBN 13 : 0759521522
Total Pages : 137 pages
Book Rating : 4.7/5 (595 download)

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Book Synopsis Selling the Invisible by : Harry Beckwith

Download or read book Selling the Invisible written by Harry Beckwith and published by Business Plus. This book was released on 2000-10-15 with total page 137 pages. Available in PDF, EPUB and Kindle. Book excerpt: SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.

The White Coat Investor

Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Your Client's Story

Author : Scott West
Publisher : Kaplan Publishing
ISBN 13 : 9781607149699
Total Pages : 300 pages
Book Rating : 4.1/5 (496 download)

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Book Synopsis Your Client's Story by : Scott West

Download or read book Your Client's Story written by Scott West and published by Kaplan Publishing. This book was released on 2010-09-01 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory business by quickly forging an unbreakable bond with your clients or prospects to become an advisor who is trusted with 100 percent of their assets. Most clients invest only about 30 percent of their assets with a financial advisor, but some financial advisors invest 100 percent of their clients' assets. Your Client's Story describes the secret of their astounding success. For more than three years, authors Scott West and Mitch Anthony studied the winning approaches used by financial advisors who managed 100 percent of their clients' assets. Notably, the most successful had mastered a genuine ability to engage in a discovery dialogue where clients openly expressed their financial objectives and motivations. The best financial advisors knew how to listen, ask the right questions, and create an atmosphere of empathy. "Your Client's Story" includes specific scripts for reenacting winning discovery dialogues geared to the life situations, transitions, and goals that drive financial planning. Included are tips and key questions geared to specific clients and situations, such as: -Small business owners -Clients or prospects who are entering or planning for retirement -Those seeking balance in their lives -Individuals who are fearful about outliving their money -Mature investors Financial planners and advisors share their stories, explaining how they've changed the way they do business, and how these changes have generated more successful books of business. Clients also tell their side of the story, explaining how the discovery dialogue has enhanced the entire financial planning process.

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Author : Stephen Wershing
Publisher : McGraw Hill Professional
ISBN 13 : 0071808205
Total Pages : 209 pages
Book Rating : 4.0/5 (718 download)

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Book Synopsis Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself by : Stephen Wershing

Download or read book Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself written by Stephen Wershing and published by McGraw Hill Professional. This book was released on 2012-10-05 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. "The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships." You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals "Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact "The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor "Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View "This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network "Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company "Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet

The Essential Advisor

Author : Bill Crager
Publisher : John Wiley & Sons
ISBN 13 : 1119260612
Total Pages : 224 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Essential Advisor by : Bill Crager

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-16 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Attention! This Book Will Make You Money

Author : Jim F. Kukral
Publisher : John Wiley & Sons
ISBN 13 : 0470880686
Total Pages : 306 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Attention! This Book Will Make You Money by : Jim F. Kukral

Download or read book Attention! This Book Will Make You Money written by Jim F. Kukral and published by John Wiley & Sons. This book was released on 2010-07-16 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drive Web traffic and take your business into the future In todays social Web marketplace, attention equals revenue. When you direct more attention online to your brand or business, you drive more long-term revenue. Regardless of who you are or how small your business is, you can have a huge impact using free Internet tools...provided you understand and correctly apply the latest techniques. Attention! gives you an educational and motivational guide to using social media to market your brand or business online. In three parts, you'll discover everything you need to know to get off the ground and thrive in the social mediasphere, including The tools, techniques and tricks to get attention online and turn that attention into profit The theory behind the importance of making your mark on the Internet How other businesses and individuals made money from online marketing Whether you're just starting your business, just moving it online, or already established and looking to take your business to the next level, Attention! is the key to success.

Proven in the Trenches

Author : Ron Carson
Publisher : Harriman House Limited
ISBN 13 : 085719805X
Total Pages : 171 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Proven in the Trenches by : Ron Carson

Download or read book Proven in the Trenches written by Ron Carson and published by Harriman House Limited. This book was released on 2020-05-12 with total page 171 pages. Available in PDF, EPUB and Kindle. Book excerpt: The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: • Understanding Investor Behavior • Blueprinting Your Life and Your Business • Attracting Talent by Growing Your Own • Putting Process Behind Your People • Building a Brand that Connects and Converts • Wealth Planning and What It Takes to Revive Advisor Value • Creating a Compelling Client Experience • Evaluating Partnerships • Attracting New Clients and the Art of Ethical Persuasion • Plotting Your Succession • Making the Shift from Advisor to CEO

Success as a Financial Advisor For Dummies

Author : Ivan M. Illan
Publisher : John Wiley & Sons
ISBN 13 : 1119504139
Total Pages : 384 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Success as a Financial Advisor For Dummies by : Ivan M. Illan

Download or read book Success as a Financial Advisor For Dummies written by Ivan M. Illan and published by John Wiley & Sons. This book was released on 2018-11-13 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.