Getting Clients Keeping Clients

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Getting Clients, Keeping Clients

Author : Dan Richards
Publisher : Wiley
ISBN 13 : 9780471363293
Total Pages : 0 pages
Book Rating : 4.3/5 (632 download)

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Book Synopsis Getting Clients, Keeping Clients by : Dan Richards

Download or read book Getting Clients, Keeping Clients written by Dan Richards and published by Wiley. This book was released on 2000-04-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It is easy in the tumult of our everyday lives to ignore the client's words and needs as we struggle to promote our own interests. Easy, but dangerous. . . . Operating our business in the client's interest is the pivotal element in a successful marketing strategy. Marketing, in turn, is a mandatory investment in your business. It pays dividends immediately and in the long term. It will carry you to liftoff."-Dan Richards Achieving success as a financial adviser is no longer just a matter of aggressive salesmanship backed, hopefully, by a good track record. Today's clients are highly knowledgeable about their investment options, and they aren't shy about letting you know it. They expect you to be extremely attentive to their unique financial concerns, and they are much more likely to switch advisers if they sense they are not getting the sincere commitment they feel they deserve. That's why, in today's competitive marketplace, building a successful financial services practice is all about forging long-term relationships with clients built on attentiveness, empathy, and trust. And, as expert Dan Richards explains in this groundbreaking guide to finding and keeping clients, the key to cultivating such relationships is marketing-the art and science of defining what clients really need, and then letting them know that you can satisfy those needs, now and in the future. Drawing on his extensive experience as a consultant to many of North America's most successful financial service providers, Richards arms you with proven tools and techniques for building a steady and devoted client base. From using print, broadcast, and other media to market your services, to making the initial contact, from automating the prospecting process, to performing target marketing, he outlines an array of surefire client-getting techniques. With the help of scenarios and sample dialogues, he helps you to develop and sharpen the skills needed to build lasting relationships with clients once you've gotten them. For instance, you'll learn how to become a better listener and interpreter of client concerns, as well as simple methods for systematically gathering and effectively responding to client feedback. Dan Richards also provides a complete program for seamlessly integrating the tools and techniques described into a successful client-centered practice tailored to your unique style and professional goals. Getting Clients, Keeping Clients is a complete guide to surviving and thriving in today's increasingly competitive financial services market. A complete program for building a steady and devoted client base Getting Clients, Keeping Clients In this groundbreaking guide, expert Dan Richards explains why marketing is the key to thriving in today's more competitive financial markets. He provides you with the powerful client-centered marketing know-how, tools, and techniques to connect with today's more savvy, demanding, and value-conscious clients. Praise for Getting Clients, Keeping Clients ". . . teaches advisers how to be profitable and ethical at the same time."-Investment Executive ". . . a book most independent financial advisers will want to read."-The Financial Post ". . . many ideas in the book that will help keep existing clients while generating new business."-Research

Keeping Clients for Life

Author : Karen Caplan Altfest
Publisher : John Wiley & Sons
ISBN 13 : 0471408816
Total Pages : 241 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Keeping Clients for Life by : Karen Caplan Altfest

Download or read book Keeping Clients for Life written by Karen Caplan Altfest and published by John Wiley & Sons. This book was released on 2001-07-02 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.

Getting Clients and Keeping Clients for Your Service Business

Author : M. D. Weems
Publisher : Atlantic Publishing Company
ISBN 13 : 1601380445
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis Getting Clients and Keeping Clients for Your Service Business by : M. D. Weems

Download or read book Getting Clients and Keeping Clients for Your Service Business written by M. D. Weems and published by Atlantic Publishing Company. This book was released on 2007-04 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many books are written on how to attract more business for retail stores or new products, but this is the only book written for the small business service provider. Whether you are an attorney, doctor, accountant, consultant, personal trainer, insurance agent, Web or computer consultant, graphic designer, dentist, landscape or pool caretaker, professional cleaner, wedding planner, tree trimmer, caterer, or pet sitter, this book is for you. The truth is unless you keep a steady stream of clients coming through your doors, you will never be as successful as you would really like to be. If you're great at working with clients and you do an excellent job of providing your services, you have the capability to turn your service business into a highly profitable firm, easily. If you are like most small business service providers, getting and keeping new clients is hard work and takes up most of your time. And it is a big challenge. Yet this was not the reason you went into business. You went into business to assist your customers and make a financially rewarding business for yourself. This new book will guide you back to your original goals for going into business while making your life easier. Developing a low-cost proven marketing system doesn't have to be difficult or time consuming. This book details the principles and practices of marketing for the professional service business. In 30 days or less, you will be so successful in attracting all the business you will ever need that you can select the clients you want to serve. This specialized book will demonstrate methodically how to market and promote your services easily, inexpensively, and most important profitably. You will learn how to find new business clients quickly and keep existing ones satisfied by selling client based solutions and services by putting technology and low-cost marketing devices into place that take little or no time on your part. You will learn to develop a marketing plan with hundreds of practical marketing ideas to help successful service providers attract new clients and increase business with existing ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Business Development for Lawyers

Author : Sally J. Schmidt
Publisher : ALM Publishing
ISBN 13 : 9781588521361
Total Pages : 324 pages
Book Rating : 4.5/5 (213 download)

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Book Synopsis Business Development for Lawyers by : Sally J. Schmidt

Download or read book Business Development for Lawyers written by Sally J. Schmidt and published by ALM Publishing. This book was released on 2006 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re launching a practice or trying to expand your book of business, this new guide gives you the help you seek. From developing a reputation to developing relationships, from retaining existing clients to generating new business, Business Development for Lawyers: Strategies for Getting and Keeping Clients examines all the available techniques, providing you with the expert insights and practical tips you need to make them work for you. You’ll learn how to write for publications, make effective presentations, network, handle the media, get results from participating in conferences and social events, follow up with contacts, build relationships with referral sources, close the deal with prospective clients, and more. This new book from a leading law firm marketer and consultant is an excellent starting point for anyone developing a personal marketing plan or for the lawyer who wants to improve personal marketing and business development skills

How to Get and Keep Good Clients

Author : Jay G. Foonberg
Publisher : National Academy of Law Ethics
ISBN 13 : 9780940599024
Total Pages : 582 pages
Book Rating : 4.5/5 (99 download)

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Book Synopsis How to Get and Keep Good Clients by : Jay G. Foonberg

Download or read book How to Get and Keep Good Clients written by Jay G. Foonberg and published by National Academy of Law Ethics. This book was released on 1990 with total page 582 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Clients, Clients, and More Clients: Create an Endless Stream of New Business with the Power of Psychology

Author : Larina Kase
Publisher : McGraw Hill Professional
ISBN 13 : 007177100X
Total Pages : 256 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis Clients, Clients, and More Clients: Create an Endless Stream of New Business with the Power of Psychology by : Larina Kase

Download or read book Clients, Clients, and More Clients: Create an Endless Stream of New Business with the Power of Psychology written by Larina Kase and published by McGraw Hill Professional. This book was released on 2011-11-11 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Convert relationships into revenue-generating business! With Clients, Clients, and More Clients, you’ll learn how to capture the attention of the right connections, build loyal relationships, and influence people to hire you. Larina Kase combines the latest research from the field of psychology with her own background as a marketing psychologist to help you understand exactly how potential clients think—and use this information to close the deal. Discover how to understand the true needs of a client; access underlying emotions through the use of metaphor; alleviate clients' stress or fears; use color and design psychology to optimize your branding; make yourself memorable; use endorsements in the way that really works; package your products and services so people decide to purchase them.

Getting More Clients ,Keeping More Clients

Author : Renee Gade
Publisher : Estalontech
ISBN 13 : 8835870844
Total Pages : 87 pages
Book Rating : 4.8/5 (358 download)

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Book Synopsis Getting More Clients ,Keeping More Clients by : Renee Gade

Download or read book Getting More Clients ,Keeping More Clients written by Renee Gade and published by Estalontech. This book was released on 2020-07-30 with total page 87 pages. Available in PDF, EPUB and Kindle. Book excerpt: Getting More Clients ,Keeping More Clients Too many people focus on things like SEO, the famed article marketing, or spamming the net with their affiliate links without building a list. This is one of the most common mistakes made by beginners, because instead of building a business they are pleased about a few quick bucks, when they should be concerned with establishing a business rather making a few quick sales. List Building is difficult and since it pays off very well, there are no reasons as to why it shouldn't be. One of the most frequent arguments for why people do not build email lists is usually that list building is tough and to many an ordeal, next to impossible. The List Building Blueprint To build a significant list of subscribers in a short time you would need a high-end advertisement and an appealing, almost irresistible FREE gift to go along as an incentive for those who subscribe to it and leave you with their email. The free gift, technically is termed as a lead magnet in the world of marketing and is particularly one of the key elements of every list building process. This free gift is what help you establish a list. Although theoretically we may say that list building is pretty simple, but in practice the list building process can be quite tricky if you don’t know what your are doing and what are the end results that you are trying to achieve. Some people would even pay a fortune to get their hands on a few significantly long mailing lists and then end up realizing that only some people open the messages being sent to them and nobody buys anything easy. It is true that list building might be hard if you don’t have a very good system in place and a solid strategy to be able to produce a profit out of it. However, we come with a great news for you all of you who are interested in internet marketing.

It Starts With Clients

Author : Andrew Sobel
Publisher : John Wiley & Sons
ISBN 13 : 1119619106
Total Pages : 256 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis It Starts With Clients by : Andrew Sobel

Download or read book It Starts With Clients written by Andrew Sobel and published by John Wiley & Sons. This book was released on 2020-03-31 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.

Clients for Life

Author : Andrew Sobel
Publisher : Simon and Schuster
ISBN 13 : 0743215095
Total Pages : 272 pages
Book Rating : 4.7/5 (432 download)

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Book Synopsis Clients for Life by : Andrew Sobel

Download or read book Clients for Life written by Andrew Sobel and published by Simon and Schuster. This book was released on 2001-02-21 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.

Getting Clients, Keeping Clients

Author : Dan Richards
Publisher :
ISBN 13 : 9780968427705
Total Pages : 404 pages
Book Rating : 4.4/5 (277 download)

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Book Synopsis Getting Clients, Keeping Clients by : Dan Richards

Download or read book Getting Clients, Keeping Clients written by Dan Richards and published by . This book was released on 1998 with total page 404 pages. Available in PDF, EPUB and Kindle. Book excerpt:

How to Market Design Consultancy Services

Author : Shan Preddy
Publisher : Gower Publishing, Ltd.
ISBN 13 : 9780566085949
Total Pages : 244 pages
Book Rating : 4.0/5 (859 download)

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Book Synopsis How to Market Design Consultancy Services by : Shan Preddy

Download or read book How to Market Design Consultancy Services written by Shan Preddy and published by Gower Publishing, Ltd.. This book was released on 2004 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: The fast-paced nature of the design business means that you probably spend most of your time, energy and resources looking after your clients' needs, not your own. In our current, increasingly competitive marketplace where supply far outstrips demand, no design business will survive for long - let alone grow and develop - without a really effective marketing programme. It is no longer enough for you to provide a good product and simply hope for the best. Potential clients need to know exactly what you can do for them and what makes you different from your competitors. Existing clients need to know exactly why they should develop and continue their business with you. Quite simply, you need to convince design buyers that you are unequivocally the right consultancy for them, time and time again. This second, fully revised and updated, edition of Shan Preddy's popular book will help you to improve your marketing skills, no matter how large or small your design company, or which of the many disciplines you specialise in. Packed full of accessible, practical advice and information, this book is indispensable for all design consultancies.

What Your Clients Won't Tell You and Your Managers Don't Know

Author : John Gamble
Publisher :
ISBN 13 : 9780966543810
Total Pages : 200 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis What Your Clients Won't Tell You and Your Managers Don't Know by : John Gamble

Download or read book What Your Clients Won't Tell You and Your Managers Don't Know written by John Gamble and published by . This book was released on 2001 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Business Boutique

Author : Christy Wright
Publisher : Ramsey Press
ISBN 13 : 1942121032
Total Pages : 392 pages
Book Rating : 4.9/5 (421 download)

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Book Synopsis Business Boutique by : Christy Wright

Download or read book Business Boutique written by Christy Wright and published by Ramsey Press. This book was released on 2017-04-17 with total page 392 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is a movement of women stepping into their God-given gifts to make money doing what they love. If you're ready to join them, this is your handbook that will take the ideas in your head and the dream in your heart and turn them into action. *Help you create a step-by-step, customized plan to start and grow your business. *Show you how to manage your time so you can have a business- and life- that you love. *Explain overwhelming business stuff like pricing, taxes, and budgeting in simple terms. *Teach you how to use marketing to reach the right people in the right way.

Spin Sucks

Author : Gini Dietrich
Publisher : Pearson Education
ISBN 13 : 078974886X
Total Pages : 165 pages
Book Rating : 4.7/5 (897 download)

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Book Synopsis Spin Sucks by : Gini Dietrich

Download or read book Spin Sucks written by Gini Dietrich and published by Pearson Education. This book was released on 2014 with total page 165 pages. Available in PDF, EPUB and Kindle. Book excerpt: Go beyond PR spin! Master better ways to communicate honestly and regain the trust of your customers and stakeholders with this book.

Your Clients for Life

Author : Mitch Anthony
Publisher : Dearborn Trade Publishing
ISBN 13 : 9780793149544
Total Pages : 280 pages
Book Rating : 4.1/5 (495 download)

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Book Synopsis Your Clients for Life by : Mitch Anthony

Download or read book Your Clients for Life written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

Design Is a Job

Author : Mike Monteiro
Publisher : Book Apart
ISBN 13 : 9781952616266
Total Pages : 0 pages
Book Rating : 4.6/5 (162 download)

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Book Synopsis Design Is a Job by : Mike Monteiro

Download or read book Design Is a Job written by Mike Monteiro and published by Book Apart. This book was released on 2022-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take care of yourself as a working designer and use design as a tool for good.

Book Yourself Solid Illustrated

Author : Michael Port
Publisher : John Wiley & Sons
ISBN 13 : 1118611357
Total Pages : 480 pages
Book Rating : 4.1/5 (186 download)

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Book Synopsis Book Yourself Solid Illustrated by : Michael Port

Download or read book Book Yourself Solid Illustrated written by Michael Port and published by John Wiley & Sons. This book was released on 2013-03-28 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: A visual way to easily access the strategies and tactics in Book Yourself Solid Learning new concepts is easier when you can see the solution. Book Yourself Solid Illustrated, a remarkable, one-of-a-kind work of art, transforms the Book Yourself Solid system into a more compelling and easy-to-consume playbook for any business owner. You won't find business school graphs or mind maps. Instead, you'll find compelling, visual stories that reinvent old and tired business concepts, making Book Yourself Solid Illustrated a fun and playful book that you will revisit year after year as you get more clients than you can handle. There isn't a business book on the market that can show you how to apply the strategies, techniques, and skills necessary to generate new leads, add more clients, and increase profits through visuals. Previously you could only read or listen to advice, now you can see it and get it faster. This illustrated version is organized into four modules: your foundation, building trust and credibility, simple selling and perfect pricing, and the Book Yourself Solid 6 core self-promotion strategies. Reengineering the book with visual strategist, Jocelyn Wallace, has given author Michael Port new ways of explaining and expanding his gold-standard material. Author Michael Port has been called a "marketing guru" by the Wall Street Journal and "an uncommonly honest author" by The Boston Globe, and wrote Book Yourself Solid (in it's 2nd edition), Beyond Booked Solid,The Contrarian Effect which was selected as a 2008 top ten business book by Amazon.com and the 2008 #1 sales book of the year by 1-800-CEO-READ, and The New York Times Bestseller, The Think Big Manifesto. Author is one of the most popular business coaches in the world and headlines events all over the world. Master the techniques in Book Yourself Solid Illustrated, and take your service business to the next level today. For the first time ever you can have the Book Yourself Solid Mobile app. Install it on any device and the Book Yourself Solid System comes to life. Do all of 49 exercises from the new book on any device, including your desktop computer. This thing rocks.