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Author : Alan Erskine
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (643 download)
Download or read book Formulating a Marketing Plan in the Financial Services Industry written by Alan Erskine and published by . This book was released on 1985 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Eric T. Bradlow
Publisher : McGraw Hill Professional
ISBN 13 : 0071605150
Total Pages : 288 pages
Book Rating : 4.0/5 (716 download)
Download or read book Marketing for Financial Advisors (PB) written by Eric T. Bradlow and published by McGraw Hill Professional. This book was released on 2009-03-22 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.
Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 111823636X
Total Pages : 214 pages
Book Rating : 4.1/5 (182 download)
Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-02-08 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.
Author : Roy Stephenson
Publisher : Gower Publishing, Ltd.
ISBN 13 : 9780566085543
Total Pages : 208 pages
Book Rating : 4.0/5 (855 download)
Download or read book Marketing Planning for Financial Services written by Roy Stephenson and published by Gower Publishing, Ltd.. This book was released on 2005 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: The growth and diversification of the financial services market has led to an explosion in competition for customers and of new products of all kinds. Marketing Planning for Financial Services is a sourcebook and checklist against which product managers in the financial services industry can build and validate their marketing plans. The book illustrates the whole range of marketing techniques and puts each into its context within the financial services market. Roy Stephenson's book covers the marketing process, from preliminary market study right through to product management and customer relationship building. A 'must' for practising product managers in banks, building societies, insurance companies, in fact the whole consumer and business-to-business financial services sector.
Author : Jay Nagdeman
Publisher : John Wiley & Sons
ISBN 13 : 0470467541
Total Pages : 288 pages
Book Rating : 4.4/5 (74 download)
Download or read book The Professional's Guide to Financial Services Marketing written by Jay Nagdeman and published by John Wiley & Sons. This book was released on 2009-04-06 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.
Author : Bank Marketing Association (U.S.)
Publisher :
ISBN 13 :
Total Pages : 384 pages
Book Rating : 4.3/5 (91 download)
Download or read book Building a Financial Services Marketing Plan written by Bank Marketing Association (U.S.) and published by . This book was released on 1989 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher : GRIN Verlag
ISBN 13 : 334674423X
Total Pages : 20 pages
Book Rating : 4.3/5 (467 download)
Download or read book Marketing Plan. Marketing Objective and Recommended Action Plan written by and published by GRIN Verlag. This book was released on 2022-10-17 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt: Academic Paper from the year 2021 in the subject Business economics - Offline Marketing and Online Marketing, grade: 14, , language: English, abstract: This study mainly focuses on the analysis of the banking sector how they can implement efficiency using strategic marketing plans. In the past few years, the banking sector did not focus on its marketing strategies and lack creativity, innovation, and efficient marketing research. In order to improve customer relations and promotion of the banking business, the strategic marketing plan is now utilized. This study highlights how an effective marketing plan can implement change and provide good customer services. In recent years, the banking industry has grown significantly to compete with the intense competition and deregulation in the financial industry. The aim of this research is to portray the importance of marketing for the provision of services accordingly. Recently, banks have recognized the importance of marketing tools to integrate sustainability in their organizational goals and to get value in today's competitive world. Most of the organizations mainly focus on the customer's sovereignty and pay more attention to how the consumer will perceive their services. In regard to this situation, it is important for the banking sectors to adopt new and efficient marketing strategies by evaluating the internal and external factors.
Author : Robert E. Stevens
Publisher : Psychology Press
ISBN 13 : 9780789023384
Total Pages : 384 pages
Book Rating : 4.0/5 (233 download)
Download or read book Marketing Planning Guide written by Robert E. Stevens and published by Psychology Press. This book was released on 2006 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: THE CLASSIC guide to develop a marketing plancompletely updated! The newly revised Marketing Planning Guide, Third Edition is the step-by-step guide that gives you the tools to prepare an effective marketing plan for a company, product, or service. With over 50 pages of updated material, this classic textbook has the solid foundation of knowledge and philosophy of the previous editions while adding essential new information on Internet marketing, business ethics, and an illustrative sample business plan. Worksheets at the end of each chapter guide you in creating your own planonce all the worksheets are completed you will have roughed out your own complete marketing plan. The accompanying instructor's package includes a helpful manual, a detailed sample course syllabus, and a test bank featuring a multiple-choice and true-false questions for each chapter with answers. This edition of the Marketing Planning Guide contains clear tables and diagrams, is fully referenced, and has updated examples for easy understanding of concepts. It shows how to: analyze the market, consumers, the competition, and opportunities develop strategy and marketing objectives make product, place, promotional, and price decisions realize the financial impact of marketing strategies implement, audit, and control your marketing plan And now the Marketing Planning Guide, Third Edition is updated to include: extensive information on Internet marketing new examples illustrating the process a complete sample marketing plan end of chapter worksheets providing step-by-step instructions Internet data sources This is the definitive book for marketing professionals who want to use a hands on approach for learning the planning process. It will guide anyone through the steps of preparing an effective marketing plan.
Author : Robert E. Stevens
Publisher : CRC Press
ISBN 13 : 1000525082
Total Pages : 382 pages
Book Rating : 4.0/5 (5 download)
Download or read book Marketing Planning Guide, Second Edition written by Robert E. Stevens and published by CRC Press. This book was released on 2021-11-19 with total page 382 pages. Available in PDF, EPUB and Kindle. Book excerpt: This newly revised book presents systematic approaches to developing marketing plans for products, services, and other situations. Philosophically sound and practically oriented, Marketing Planning Guide, Second Edition examines principles and their applications to provide a complete understanding of the marketing planning process. All aspects of marketing planning, including situation analysis, objectives, strategy, control, and implementation are thoroughly treated. Worksheets at the end of each chapter guide you in creating your own plan--once all the worksheets are completed you will have roughed out a complete marketing plan. Marketing Planning Guide, Second Edition is a valuable resource for the practitioner of marketing who is involved in the planning process and the student who is interested in learning more about what the marketing plan should contain and how to prepare it. This book shows you how to: analyze the market, consumers, the competition, and opportunities develop strategy and marketing objectives make product, place, promotional, and price decisions realize the financial impact of marketing strategies implement, audit, and control your marketing plan Changes for this second edition include more tables, more (and newer) references, and updated case studies to open each chapter. The final chapter, “Marketing Plan Implementation,” is also all-new. The material in this book has been classroom-tested for both readability and comprehension, as well as usefulness in preparing a marketing plan as part of a course assignment. The accompanying instructor’s package to Marketing Planning Guide includes a helpful150-page instructor’s manual and over 175 slide transparencies. The manual provides a detailed sample course syllabus along with a test bank featuring a muliple-choice or true-false test for each chapter, along with an answer key. The transparencies are prepared to reinforce the key points of each chapter and includes many charts, figures, and lists. This helpful instructor’s pack will save you time and will help make your course effective and thorough.
Author : Thomas J. Reynolds
Publisher : Psychology Press
ISBN 13 : 1135693161
Total Pages : 463 pages
Book Rating : 4.1/5 (356 download)
Download or read book Understanding Consumer Decision Making written by Thomas J. Reynolds and published by Psychology Press. This book was released on 2001-05 with total page 463 pages. Available in PDF, EPUB and Kindle. Book excerpt: This edited volume will help business and academic researchers understand the means-end approach to understanding consumers. This is a qualitative marketing research method to gain customer insight into decision making.
Author : Christine Ennew
Publisher : Routledge
ISBN 13 : 113485059X
Total Pages : 694 pages
Book Rating : 4.1/5 (348 download)
Download or read book Financial Services Marketing written by Christine Ennew and published by Routledge. This book was released on 2017-11-07 with total page 694 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in its 3rd edition, Financial Services Marketing offers a balanced and useful guide to the topic that is both conceptual and practical. The authors have drawn from extensive international experience to ensure that this text will resonate with users across the globe. This edition is complemented by numerous international references, examples and case studies featuring companies such as American Express, Direct Line, Barclays, NatWest RBS, Aviva and HSBC. This fully updated and revised edition features: An expanded section on regulation which has international reach and addresses the post-Brexit world Greatly expanded coverage of digital marketing at both the strategic and tactical levels New material on how to improve a company’s trustworthiness and safeguard a culture that is customer-focussed New examples, vignettes and case studies that showcase best practice from around the world B2B and B2C marketing Upgraded PowerPoint support on the companion website Financial Services Marketing 3e will be hugely beneficial to academic students of marketing and finance, as well as essential reading to those industry-based and studying for professional qualifications.
Author : Malcolm McDonald
Publisher : John Wiley & Sons
ISBN 13 : 111874876X
Total Pages : 293 pages
Book Rating : 4.1/5 (187 download)
Download or read book Marketing and Finance written by Malcolm McDonald and published by John Wiley & Sons. This book was released on 2013-08-13 with total page 293 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for marketing and finance directors, CEOs, and strategists, as well as MBA students, this practical book explains the principles and practice behind rigorous due diligence in marketing. It connects marketing plans and investment to the valuation of the firm and how it can contribute to increasing stakeholder value. Completely revised and updated throughout, the Second Edition features new case examples as well as a completely new first chapter containing the results of new research into risk and marketing strategies amongst Finance Directors and Chief Marketing Officers.
Author : Adrian Payne
Publisher : Routledge
ISBN 13 : 1136016015
Total Pages : 373 pages
Book Rating : 4.1/5 (36 download)
Download or read book Marketing Planning for Services written by Adrian Payne and published by Routledge. This book was released on 2012-11-12 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt: Marketing Planning for Services is the answer to the challenge of creating marketing plans that produce significantly improved bottom-line results. It is written in a pragmatic, action-orientated style and each chapter has examples of marketing planning in practice. The authors highlight key misunderstandings about marketing and the nature of services and relationship marketing. The marketer is taken step-by-step through the key phases of the marketing planning process and alerted to the barriers that can prevent a service organisation being successful in introducing marketing planning. Practical frameworks and techniques are suggested for undertaking the marketing planning process and implementing the principles covered. The world renowned authors also tackle key organisational aspects relating to marketing planning which can have a profound impact on its ultimate effectiveness. These include: marketing intelligence systems; market research; organisation development stages; marketing orientation. Marketing Planning for Services is for marketers in the service sector and students of marketing.
Author : Christine Ennew
Publisher : Routledge
ISBN 13 : 0750622474
Total Pages : 420 pages
Book Rating : 4.7/5 (56 download)
Download or read book Marketing Financial Services written by Christine Ennew and published by Routledge. This book was released on 1995 with total page 420 pages. Available in PDF, EPUB and Kindle. Book excerpt: This second edition of Marketing Financial Services, written by leading experts in the field, examines the increasing use of marketing techniques in the financial services industry. Within the practical business context of the changing, competitive climate, the book details the implications for marketing strategy. New chapters cover topics such as credit cards and customer care. Several relevant case studies have also been added. Students on degree and postgraduate courses, including Chartered Institute of Bankers, will find this edited book combines principles, concepts and techniques with practice.
Author : Mike Wright
Publisher : Routledge
ISBN 13 : 113638023X
Total Pages : 419 pages
Book Rating : 4.1/5 (363 download)
Download or read book Marketing Financial Services written by Mike Wright and published by Routledge. This book was released on 2010-02-17 with total page 419 pages. Available in PDF, EPUB and Kindle. Book excerpt: Within a practical business context of the changing, competitive climate, this book details the implications for marketing strategy. New chapters cover topics such as credit cards and customer care, while several relevant case studies have also been added. Combining analysis of principles, concepts and techniques with sound practical advice, 'Marketing Financial Services' is ideal for students on degree and postgraduate courses, including Chartered Institute of Bankers. There is also a tutor resource pack to accompany the case studies in this textbook.
Author : Malcolm McDonald
Publisher : John Wiley & Sons
ISBN 13 : 0470670126
Total Pages : 712 pages
Book Rating : 4.4/5 (76 download)
Download or read book Marketing Plans written by Malcolm McDonald and published by John Wiley & Sons. This book was released on 2011-03-29 with total page 712 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in its 7th edition, Marketing Plans is a highly renowned international bestseller. The book has been thoroughly revised, and every chapter has been carefully updated with special attention to the latest developments in marketing. To accomplish this, Professor Malcolm McDonald has been joined in this edition by Professor Hugh Wilson, a leading expert on CRM and multichannel strategy as well as marketing planning. Major changes to this edition include new chapters based on the very latest research on: Planning for integrated marketing communications and digital marketing Developing multichannel strategy Developing the CRM plan Marketing effectiveness and accountability Marketing Plans is designed as a tool and a user-friendly learning, resource. Every point illustrated by powerful practical examples and made actionable through simple, step-by-step templates and exercises. The book is established as essential reading for all serious professional marketers and students of marketing, from undergraduate and postgraduate to professional courses for bodies such as CIM. Above all it provides a practical, hands-on guide to implementing every single concept included in the text. "It is clearly and powerfully written and is probably the best book on the theory and practice of marketing planning ever written. It is a best-seller in Europe and I strongly recommend the book to anyone with an interest in marketing planning." —Warren J. Keegan, Professor of International Business and Marketing Director, Institute for Global Business Strategy, Pace University, New York "I am extremely impressed by the step lucidity of what is presented." —Dr D. H. Eaton, North Carolina University "A book reaching the quantities sold of Marketing Plans must be a book that is really used. It is not difficult to see why. Malcolm McDonald writes about what to do in marketing and how to do it. Unlike many academic marketing writers, he will never let you forget that marketing ends with –ing." —Kenneth Simmonds, Professor of Marketing and International Business, London Business School "Malcolm McDonald is clearly one of the most respected Professors of Marketing in Europe and the author of a number of outstanding books. The fact that Marketing Plans has been such a massive seller offers testimony of this. McDonald writes with clarity and insight that is becoming increasingly rare today. It is powerful, up to date and has proved that it works. I recommend it to you!" —John D. Ryans, Jr, Bridgestone Professor of International and Professor of International Marketing, Kent State University, Ohio
Author : Bruce Wrenn
Publisher : Routledge
ISBN 13 : 1317718275
Total Pages : 384 pages
Book Rating : 4.3/5 (177 download)
Download or read book Marketing Planning Guide written by Bruce Wrenn and published by Routledge. This book was released on 2014-07-16 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: THE CLASSIC guide to develop a marketing plan—completely updated! The newly revised Marketing Planning Guide, Third Edition is the step-by-step guide that gives you the tools to prepare an effective marketing plan for a company, product, or service. With over 50 pages of updated material, this classic textbook has the solid foundation of knowledge and philosophy of the previous editions while adding essential new information on Internet marketing, business ethics, and an illustrative sample business plan. Worksheets at the end of each chapter guide you in creating your own plan—once all the worksheets are completed you will have roughed out your own complete marketing plan. The accompanying instructor's package includes a helpful manual, a detailed sample course syllabus, and a test bank featuring a multiple-choice and true-false questions for each chapter with answers. This edition of the Marketing Planning Guide contains clear tables and diagrams, is fully referenced, and has updated examples for easy understanding of concepts. It shows how to: analyze the market, consumers, the competition, and opportunities develop strategy and marketing objectives make product, place, promotional, and price decisions realize the financial impact of marketing strategies implement, audit, and control your marketing plan And now the Marketing Planning Guide, Third Edition is updated to include: extensive information on Internet marketing new examples illustrating the process a complete sample marketing plan end of chapter worksheets providing step-by-step instructions Internet data sources This is the definitive book for marketing professionals who want to use a “hands on” approach for learning the planning process. It will guide anyone through the steps of preparing an effective marketing plan.
