|Questions Great Financial Advisors Ask... and Investors Need to Know|
by Alan Parisse (Author), David Richman (Author)
A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:
"This fellow was a bit of a know-it-all, and I wasn’t getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work?' That got his attention, and I was able to...
|The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers|
by David J. Mullen Jr. (Author)
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 •...
|The Advisor Playbook: Regain liberation and order in your personal and professional life|
by Duncan MacPherson (Author), Chris Jeppesen (Author)
Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. It’s a...
|Storyselling for Financial Advisors : How Top Producers Sell|
by Scott West (Author), Mitch Anthony (Author), Mitch Anthony (Author)
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...
|The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life|
by Matt Oechsli (Author)
Attract and retain affluent customers and clients
Much has changed since the original The Art of Selling to the Affluent was published. The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on...
|The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer|
by David J. Mullen Jr. (Author)
Other books have claimed to help readers build a lucrative financial services practice…but it was The Million-Dollar Financial Services Practice that provided ambitious financial advisors with a step-by-step, tactical process proven to work. The second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and “Alumni Marketing,” targeting successful realtors as clients, and much...
|The Marketing Handbook for Financial Advisors: A concise, actionable guide for marketing your practice|
by Jeremy Jackson (Author), Josh Roesslein (Contributor)
The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, this actionable handbook cuts through the fluff to help financial advisors truly learn how to market their practices better. The book isn’t meant to be an academic exploration of marketing in the industry – it’s a to-the-point explanation of how financial advisors can be smarter marketers written by a marketing professional who has worked with...
|The 2016 LinkedIn Guide for Financial Advisors|
by Claire Akin MBA (Author)
The 2016 LinkedIn Guide for Financial Advisors offers step-by-step instructions for mastering the world's largest professional network. Filled with relevant examples and success stories from independent financial advisors, the guide reviews how to optimize your LinkedIn Profile, expand your network, search for and identify qualified prospects, as well as the art of asking for an introduction from someone who knows and trusts you. Finally, the book offers a proven strategy for using content...
|The Advisor Breakthrough: Your Step-by-Step Guide To Building A Million-Dollar Practice|
by Shawn Sparks (Author)
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country’s top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include: Key methods of Marketing so you can attract the right people, and repel the wrong ones How to gain highly...
|Organize Tomorrow Today: 8 Ways to Retrain Your Mind to Optimize Performance at Work and in Life|
by Jason Selk (Author), Tom Bartow (Author), Matthew Rudy (Author)
How do both elite athletes and business leaders climb to the top? Contrary to what you might think, it's effective habits rather than innate talent that are their keys to success. Dr. Jason Selk—director of mental training for the 2011 World Series Champions, the St. Louis Cardinals—and star business coach Tom Bartow combine the most effective elements of both their disciplines to offer an organizational improvement plan that anyone can learn and apply immediately.
They outline eight...