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Your Clients For Life
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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.
Download or read book Customers for Life written by Carl Sewell and published by Crown Currency. This book was released on 2009-07-01 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this completely revised and updated edition of the customer service classic, Carl Sewell enhances his time-tested advice with fresh ideas and new examples and explains how the groundbreaking “Ten Commandments of Customer Service” apply to today’s world. Drawing on his incredible success in transforming his Dallas Cadillac dealership into the second largest in America, Carl Sewell revealed the secret of getting customers to return again and again in the original Customers for Life. A lively, down-to-earth narrative, it set the standard for customer service excellence and became a perennial bestseller. Building on that solid foundation, this expanded edition features five completely new chapters, as well as significant additions to the original material, based on the lessons Sewell has learned over the last ten years. Sewell focuses on the expectations and demands of contemporary consumers and employees, showing that businesses can remain committed to quality service in the fast-paced new millennium by sticking to his time-proven approach: Figure out what customers want and make sure they get it. His “Ten Commandants” provide the essential guidelines, including: • Underpromise, overdeliver: Never disappoint your customers by charging them more than they planned. Always beat your estimate or throw in an extra service free of charge. • No complaints? Something’s wrong: If you never ask your customers what else they want, how are you going to give it to them? • Measure everything: Telling your employees to do their best won’t work if you don’t know how they can improve.
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.
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.
Book Synopsis Don’T Let Your Clients Eat Dog Food When They’Re Old! by : Roger Roemmich
Download or read book Don’T Let Your Clients Eat Dog Food When They’Re Old! written by Roger Roemmich and published by iUniverse. This book was released on 2014-08-11 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement. Roemmichwith four decades of experience in the financial arenashares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options. Dont Let Your Clients Eat Dog Food When Theyre Old! provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.
Book Synopsis Date Your Clients by : Kailash Pinjani
Download or read book Date Your Clients written by Kailash Pinjani and published by Superfast Author. This book was released on 2020-08-07 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intentionally or unintentionally everyone sells every minute. Some have decided to learn this art and live a successful life. Many have ignored it saying, I have nothing to do with sales as I am not working in the Sales Department. Sales is the highest form of Spirituality. Sales is not a profession instead; it is Art of Living a happy and prosperous life. There are many common qualities between highly successful & effective people and a Salesperson. Do you want to be highly successful in your life? Do you want to build deep connections with your love without begging for it? If your answer is yes, then you have the right book in hand. This book will give a new perspective to your life. Wooing the girl and wooing the customer is just the same, the only difference is that you only woo one woman at a time and woo many customers together. Welcome to the world of winners!
Book Synopsis Dealing with Clients' Emotional Problems in Life Coaching by : Windy Dryden
Download or read book Dealing with Clients' Emotional Problems in Life Coaching written by Windy Dryden and published by Routledge. This book was released on 2010-09-13 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a comprehensive guide for life coaches on how to react and adapt when emotional problems get in the way of coaching. Windy Dryden uses Rational-Emotive Cognitive Behaviour Therapy (RECBT) techniques to offer advice on: when it is and is not appropriate to work on emotional problems when the coach should refer the client to someone else, such as a psychotherapist or counsellor how to use RECBT to help clients with their emotional problems within a life coaching context at what point it is sensible to begin coaching again. Dealing with Clients' Emotional Problems in Life Coaching will be a valuable resource for all those involved in life coaching.
Book Synopsis Educating Your Clients from A to Z by : Nan Boss
Download or read book Educating Your Clients from A to Z written by Nan Boss and published by American Animal Hosp Assoc. This book was released on 2011 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Therapeutic "Aha!": 10 Strategies for Getting Your Clients Unstuck by : Courtney Armstrong
Download or read book The Therapeutic "Aha!": 10 Strategies for Getting Your Clients Unstuck written by Courtney Armstrong and published by W. W. Norton & Company. This book was released on 2015-04-27 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A concise guide to shaking things up in therapy. Courtney Armstrong’s The Therapeutic “Aha!” explores the thrilling and rare moment when a client reaches an elusive realization, allowing them to make meaningful change. In 10 straightforward strategies, this practical book demonstrates how to shake things up in therapy when a client is stuck or stalled to jumpstart progress. Readers will learn how to spark the “emotional brain”—the part of the brain that houses automatic, unconscious patterns—and create new neural pathways that engage and advance the healing process. Divided into three parts—(1) Awakening a Session, (2) Healing Emotional Wounds, and (3) Activating Experiential Change—the book walks readers through specific techniques for harnessing the emotional brain and re-patterning its routine. Elegant therapeutic insights and coping strategies only go so far; until we intervene with something our emotional brain can understand—a compelling felt experience—old, established neural patterns will persist. The brain-based strategies Armstrong presents include how to enliven the therapeutic alliance; elicit exciting goals; identify the root of an emotional conflict; reverse trauma with memory reconsolidation; invoke inspirational imagery; and use stories, humor, music, poetry, and even mindfulness to induce change. Concise, reader-friendly, and filled with helpful case stories and client–therapist dialogue, this wonderfully accessible book puts a new spin on neuroscience knowledge, showing clinicians exactly how it can be used to make those once-elusive therapeutic breakthroughs more frequent, leading to greater healing for your patients.
Author :IDEA Health & Fitness Publisher :IDEA Health & Fitness Association ISBN 13 :9781887781268 Total Pages :82 pages Book Rating :4.7/5 (812 download)
Book Synopsis How to Motivate and Retain Your Clients by : IDEA Health & Fitness
Download or read book How to Motivate and Retain Your Clients written by IDEA Health & Fitness and published by IDEA Health & Fitness Association. This book was released on 2002 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Advisor for Life by : Stephen D. Gresham
Download or read book Advisor for Life written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team
Book Synopsis Between Astrologers and Clients by : Bob Mulligan
Download or read book Between Astrologers and Clients written by Bob Mulligan and published by Xlibris Corporation. This book was released on 2002-01-23 with total page 253 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most astrologers have trouble earning a living. Success as an astrologer depends on the health of the astrologer client relationship. This book tells you the secret of this success. All the frustration as well as the joy and growth are carefully documented in "Between Astrologers and Clients".
Book Synopsis The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients by : Joy S. Whitman
Download or read book The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients written by Joy S. Whitman and published by Routledge. This book was released on 2013-12-19 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most therapy is set up in a heterosexist context. Explore the issues facing your gay, lesbian, and bisexual clients--and how to deal with them! The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients offers therapists treating lesbian, gay, and bisexual clients innovative, practical interventions plus homework and hands-on activities tailored to these populations. Use the notebook to explore the issues surrounding coming out, homophobia in the workplace, spirituality, identity formation, and issues that require a non-heterosexist approach, such as domestic violence and relationship concerns. Grounded in current theory, each chapter explains the rationale for the activity it proposes, includes contraindications, and provides a list of helpful resources for therapists and clients. Here are just a few of the issues this extraordinary book explores in its four thoughtfully planned sections: Section I: Homework, Handouts, and Activities for Coming Out and Managing Homophobia and Heterosexism addresses: conflicts in self-perceptions obstacles to the growth of a healthy GLB identity dealing with the trauma and anxiety that result from discrimination using semi-hypnotic visualization to treat internalized homophobia helping bisexuals decide whether to come out or to “pass” coping with internalized homophobic messages dealing with heterosexism in the workplace or at school Section II: Homework, Handouts, and Activities for Relationship Issues will help you and your clients understand and work on issues involving: choosing the right partner intimacy and gender roles financial stability assimilation, queer pride, and everything in between how ethnicity and coupling impact sexual identity negotiating a healthy open relationship sexual concerns, sexual dysfunction, and pleasuring sexual role values for bisexual and lesbian women Section III: Homework, Handouts, and Activities for Gender, Ethnic, and Sexual Identity Issues addresses “who am I” issues: sexual orientation and gender identity the intersection of sexual and ethnic identity oppression on multiple fronts gender exploration for lesbians Section IV: Homework, Handouts, and Activities for Specific Issues tackles concepts including: enhancing resilience through spirituality reconciling with religion spiritual wellness and the spiritual autobiography body image disturbances unwanted sexual behavior creating a safety plan in case of same-sex domestic violence alienation and finding a caring community medication adherence for HIV+ clients the difficulties faced by coupled lesbians with children family care planning addiction and recovery healing from the wounds of homophobia relationships with ex-partners managing workplace stress If you're new to treating lesbian, gay, and bisexual clients you’ll find rich material, based in current literature, to guide your work. If you've already worked extensively with LGBT clients, the activities and fresh, innovative strategies in The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients will expand and invigorate your skills.
Book Synopsis Charm your Clients. Neuromarketing for Vets by : Miguel Ángel Valera Arnanz
Download or read book Charm your Clients. Neuromarketing for Vets written by Miguel Ángel Valera Arnanz and published by Grupo Asís Biomedia S.L.. This book was released on 2021-06-24T00:00:00+02:00 with total page 339 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why do people buy things? What tools can we use to convince clients and sell our services? In this work, the authors offer their more than 20 years of experience working in different areas of a veterinary practice. Written with a practical approach, this book reviews the current knowledge in neuromarketing and provides advice for its implementation in the real daily life of veterinary practices.
Book Synopsis Post Traumatic Success: Positive Psychology & Solution-Focused Strategies to Help Clients Survive & Thrive by : Fredrike Bannink
Download or read book Post Traumatic Success: Positive Psychology & Solution-Focused Strategies to Help Clients Survive & Thrive written by Fredrike Bannink and published by W. W. Norton & Company. This book was released on 2014-10-13 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Resiliency-focused approaches to managing trauma. This is a book to help clients to transform what happened to them to make them better instead of bitter. The first book on trauma to combine the theory and practice of positive psychology and solution-focused brief therapy with traditional approaches, this book veers away from a focus on pathology (what is wrong with clients and how to repair the worst) to a focus on what is right with them (and how to create the best)—that is, from post traumatic stress to post traumatic success. The three R’s of post traumatic success are: Recovery, Resilience and enRichment (post traumatic growth) - concepts depicted by the bamboo plant on the book’s cover. Trauma professionals will learn what it takes to help more survivors benefit more substantively from therapy and how to support their clients in developing longer-term resilience. By practicing the skills in this book, they can increase their clients’ self-efficacy and self-esteem, and make psychotherapy shorter in time, more cost effective and more lighthearted for their clients and themselves. Written for all professionals and students working with trauma survivors (both adults and children) and their families and friends, it equips readers with practical direction for adopting a more positive approach and expanding their range of available techniques. Over a hundred exercises, thirty-three cases, and forty stories are presented to illustrate and help incorporate this new approach into practice. It’s about time to turn the tide on treating trauma by shifting the focus from reducing distress and merely surviving to building success and positively thriving.
Book Synopsis Transformational Journaling for Coaches, Therapists, and Clients by : Lynda Monk
Download or read book Transformational Journaling for Coaches, Therapists, and Clients written by Lynda Monk and published by Routledge. This book was released on 2021-06-28 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Transformational Journaling for Coaches, Therapists, and Clients: A Complete Guide to the Benefits of Personal Writing, more than 50 coaches, therapists, and journaling experts from around the world share their best practices and explain in detail how they use journaling to improve their work with clients. This edited collection brings together the leading voices of the journaling world into one ground-breaking volume, providing practical techniques and tools to use with clients. Applicable and accessible, over 50 journaling luminaries share their experiences and insights across eight sections, including the logic of journaling, techniques and applications, using journaling with clients, journaling in groups, journaling for mental health and wellness, growth and healing, spirituality, creativity, and more. Through theoretical and practical applications, it illustrates the transformational process of journaling in helping clients grow, heal, and achieve their goals. This book is essential reading for coaches, therapists, and other mental health professionals, as well as those interested in using personal writing for growth and self-awareness.
Book Synopsis Creative Writing for Counselors and Their Clients by : Steve Flick
Download or read book Creative Writing for Counselors and Their Clients written by Steve Flick and published by Borderline Publishing. This book was released on 2009-08 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Creative Writing for Counselors and their Clients offers a variety of writing exercises from journaling, poetry and songs to help heal wounds, enhance memory, and restructure negative feelings and attitudes which prevent positive change. These exercises have also been tested by author Steve Flick M.F.A. in therapy, schools, prisons, and professional courses and are proven to lower blood pressure, reduce doctor's visits, and improve relationships.
