Financial Advisors Sales Training

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Financial Advisors Sales Training

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.2/5 (158 download)

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Book Synopsis Financial Advisors Sales Training by : Gerard Assey

Download or read book Financial Advisors Sales Training written by Gerard Assey and published by Gerard Assey. This book was released on 2023-07-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'Financial Advisors Sales Training: A Financial Advisor's Master Guide to Selling Successfully' is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion.

Selling Skills for Financial Advisors

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4./5 ( download)

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Book Synopsis Selling Skills for Financial Advisors by : Gerard Assey

Download or read book Selling Skills for Financial Advisors written by Gerard Assey and published by Gerard Assey. This book was released on 2023-09-01 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, "Selling Skills for Financial Advisors" empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence.

Financial Advisors Sales Training

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 199 pages
Book Rating : 4./5 ( download)

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Book Synopsis Financial Advisors Sales Training by : Gerard Assey

Download or read book Financial Advisors Sales Training written by Gerard Assey and published by Gerard Assey. This book was released on 2023-07-24 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: ‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion.

Conversations That Sell

Author : Nancy Bleeke
Publisher : AMACOM Div American Mgmt Assn
ISBN 13 : 0814431801
Total Pages : 242 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis Conversations That Sell by : Nancy Bleeke

Download or read book Conversations That Sell written by Nancy Bleeke and published by AMACOM Div American Mgmt Assn. This book was released on 2013 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Winner of the Top Sales World Magazine's 2013 Top Sales Marketing Book Award, Gold Medal

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.

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!

Seven Figure Firm

Author : Erin Botsford
Publisher : Greenleaf Book Group
ISBN 13 : 1632998386
Total Pages : 192 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Seven Figure Firm by : Erin Botsford

Download or read book Seven Figure Firm written by Erin Botsford and published by Greenleaf Book Group. This book was released on 2024-06-11 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Turn Your Financial Services Practice Into a Growing Business New Systems. In Seven Figure Firm,author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to— •Develop Effective Prospecting and Marketing Methods •Create Your Brand •Recruit and Build a Team •Use Systems and Processes to Create Raving Fans •Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford’s experience and following her in-depth process, you will have a solid path to a successful seven-figure firm.

Taming the Four-Headed Dragon

Author : Bill Walton
Publisher : iUniverse
ISBN 13 : 1491718412
Total Pages : 155 pages
Book Rating : 4.4/5 (917 download)

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Book Synopsis Taming the Four-Headed Dragon by : Bill Walton

Download or read book Taming the Four-Headed Dragon written by Bill Walton and published by iUniverse. This book was released on 2014-03-04 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: A financial advisors job can be one of the most rewarding in todays economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But the recent downturn in the global economy and general skepticism regarding Wall Street has advisors working harder than ever to manage and grow their business. Every FA must sign more new clients to keep their practice viable. If you are a financial advisor who is struggling to balance all that it entails to run, market, and administer your business, then Taming the Four-Headed Dragon is the book for you. This phenomenal book, as one reviewer called it, is packed with proven tactics and strategies to help financial advisors be clear on who is an ideal prospect for them and arm their referral sources with relevant messaging to make these connections. Author Bill Walton provides a prospecting system that turns every conversation or meeting into a beneficial next step toward closing business. This must-have guide for all financial professionals who sell reveals how to: set meaningful goals that pull you toward action; profile your ideal client; write a clear and compelling value proposition; craft and share crisp messaging with referral sources and centers of influence; and conduct meetings that always lead to a next step. Bill Waltons sales training programs have been adopted by Wall Streets top firms and high-profile Fortune 500 companies. Drawing on his years of experience and success from the sales forces that he serves, Bill Walton has provided an essential guide for achieving success in the ever-competitive arena of financial sales.

The Pocket Guide to Sales for Financial Advisors

Author : Beverly D. Flaxington
Publisher : Ata Press
ISBN 13 : 9780983762089
Total Pages : 174 pages
Book Rating : 4.7/5 (62 download)

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Book Synopsis The Pocket Guide to Sales for Financial Advisors by : Beverly D. Flaxington

Download or read book The Pocket Guide to Sales for Financial Advisors written by Beverly D. Flaxington and published by Ata Press. This book was released on 2014-10 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

Ninja Selling

Author : Larry Kendall
Publisher : Greenleaf Book Group
ISBN 13 : 1626342857
Total Pages : 344 pages
Book Rating : 4.6/5 (263 download)

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Book Synopsis Ninja Selling by : Larry Kendall

Download or read book Ninja Selling written by Larry Kendall and published by Greenleaf Book Group. This book was released on 2017-01-03 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2018 Axiom Business Book Award Winner, Gold Medal Stop Selling! Start Solving! In Ninja Selling, author Larry Kendall transforms the way readers think about selling. He points out the problems with traditional selling methods and instead offers a science-based selling system that gives predictable results regardless of personality type. Ninja Selling teaches readers how to shift their approach from chasing clients to attracting clients. Readers will learn how to stop selling and start solving by asking the right questions and listening to their clients. Ninja Selling is an invaluable step-by-step guide that shows readers how to be more effective in their sales careers and increase their income-per-hour, so that they can lead full lives. Ninja Selling is both a sales platform and a path to personal mastery and life purpose. Followers of the Ninja Selling system say it not only improved their business and their client relationships; it also improved the quality of their lives.

Rule the Room

Author : Jason Teteak
Publisher : Morgan James Publishing
ISBN 13 : 1614486131
Total Pages : 262 pages
Book Rating : 4.6/5 (144 download)

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Book Synopsis Rule the Room by : Jason Teteak

Download or read book Rule the Room written by Jason Teteak and published by Morgan James Publishing. This book was released on 2014-01-01 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Rule the Room is the product of Jason Teteak’s twenty-year experience as a trainer and coach. His thoroughly tested advice covers every presenter’s concerns, from hooking the audience immediately to entertaining them, and from overcoming your fears to handling questions. He covers every base—content creation, delivery, audience management— with an overview plus step-by-step instructions, review exercises, and scores of specific and practical tips. Whether you want to persuade, motivate, teach, or inspire, Rule the Room can be your guide.

Seminar Marketing & Sales Training Techniques for the Financial Professional

Author : Frank Eberhart
Publisher : iUniverse
ISBN 13 : 0595815634
Total Pages : 75 pages
Book Rating : 4.5/5 (958 download)

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Book Synopsis Seminar Marketing & Sales Training Techniques for the Financial Professional by : Frank Eberhart

Download or read book Seminar Marketing & Sales Training Techniques for the Financial Professional written by Frank Eberhart and published by iUniverse. This book was released on 2006-02-23 with total page 75 pages. Available in PDF, EPUB and Kindle. Book excerpt: As the financial industry evolves, industry professionals must adapt to new approaches and ideas to survive, grow, and prosper. It has become increasingly difficult to maintain a current client base, let alone attract new clients with an investment environment that moves faster than a stock trade. The prospecting market is changing, becoming more challenging and risky, with consumer rights protection such as the "do not call" lists, with their hefty fines and new compliance requirements. The simplistic and commonsense approach is gone-instead, we have developed a "brokerese" language that sometimes those in the industry don't even understand. In the business guide Seminar Marketing & Sales Training Techniques for the Financial Professional, author Frank James Eberhart, CEP, RFC, explains his agenda for successfully gaining new clientele: Generate seminar attendance How to get results from your seminars How to increase your revenue How to prepare effective PowerPoint presentations How to develop your sales and closing skills Eberhart uses a simple, straightforward approach that translates into effective seminars that obtain-and keep-new clients. So make the most of it-be prepared, be professional, and be effective!

The Million-dollar Financial Advisor

Author : David J. Mullen (Jr.)
Publisher : AMACOM Div American Mgmt Assn
ISBN 13 : 0814414729
Total Pages : 290 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis The Million-dollar Financial Advisor by : David J. Mullen (Jr.)

Download or read book The Million-dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Values-based Financial Planning

Author : Bill Bachrach
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.0/5 (6 download)

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Book Synopsis Values-based Financial Planning by : Bill Bachrach

Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Storyselling for Financial Advisors

Author : Scott West
Publisher : Kaplan Trade
ISBN 13 : 9780793136643
Total Pages : 256 pages
Book Rating : 4.1/5 (366 download)

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Book Synopsis Storyselling for Financial Advisors by : Scott West

Download or read book Storyselling for Financial Advisors written by Scott West and published by Kaplan Trade. This book was released on 2000-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

The Million-Dollar Financial Advisor Team

Author : David J. Mullen, Jr.
Publisher : AMACOM
ISBN 13 : 0814439217
Total Pages : 305 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.

Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

The Influence of Affluence

Author : Russ Alan Prince
Publisher : Crown Business
ISBN 13 : 0385519281
Total Pages : 242 pages
Book Rating : 4.3/5 (855 download)

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Book Synopsis The Influence of Affluence by : Russ Alan Prince

Download or read book The Influence of Affluence written by Russ Alan Prince and published by Crown Business. This book was released on 2009-05-19 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: A compelling look at a new class of the affluent - the middle-class millionaires – whose attitudes and values are influencing and reshaping American life In this groundbreaking book, Russ Alan Prince and Lewis Schiff examine the far-reaching impact of the middle class millionaires–people who enjoy a net worth ranging from one million to ten million dollars and have earned rather than inherited their wealth. Comprising 8.4 million households and growing in number, the attitudes and behaviors of these working rich are exerting a powerful influence over our society. So who are these people? They believe in the benefits of hard work. They believe in investing in themselves, and in self improvement. They are more likely to focus on drawing financial gain from their work, and less inclined to be discouraged by failure. And they don’t spend money on the extravagances indulged in by the very rich; instead, they wield their affluence according to middle-class values and ideals. From home security systems to health care, technology to travel, their spending choices are affecting us all – from the products we buy, to the communities in which we live, to the aspirations and values of the broader middle class and American population as a whole. In the bestselling tradition of Bobos in Paradise and The Millionaire Next Door, THE MIDDLE-CLASS MILLIONAIRE is a captivating narrative – part sociology, and part aspirational journey into the lives, attitudes, and values of the middle-class millionaires. Based on extensive surveys and research into more than 3,600 middle-class millionaire households around the country, this book will reshape our understanding of what it takes to be successful – and how all of us can achieve similar success.