Business & Economics Books:

THE FINANCIAL ADVISOR'S SUCCESS MANUAL

Format

Hardback

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THE FINANCIAL ADVISOR'S SUCCESS MANUAL by LEO/CMIEL
$58.00
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Description

The tools and techniques you need to be a top-producing financial advisor. How do you become a million-dollar producer, boost client satisfaction, and dramatically expand your business The Financial Advisor's Success Manual provides the answers to these all-important questions-along with the proven techniques and expert insights you need to maximize the profitability of your practice. Financial service firms traditionally aren't designed for serious growth. But this book shows how to break that cycle and earn more-all while serving your clients better. You'll learn to: Develop a differentiation strategy Effectively segment your book and analyze opportunities Define and implement your six core client-facing processes Balance the cost of services with the value delivered Formulate your business plan Enhance client loyalty Measure what matters Perfect your personal marketing and sales approach Packed with tables, graphs, forms, worksheets, sample letters, and more, The Financial Advisor's Success Manual supplies everything you need to grow your business beyond your wildest expectations.

Author Biography

DAVID LEO is a business coach and strategic consultant to financial advisors. He has decades of financial services industry experience, including over seven years in PaineWebber's Private Client Group where he specialized in productivity solutions. CRAIG CMIEL is co-founder and managing partner of Great Lakes & Atlantic Wealth Management and Advisory Partners.
Release date NZ
December 28th, 2017
Author
Country of Publication
United States
Imprint
Amacom
Pages
288
Dimensions
73x102x10
ISBN-13
9780814439135
Product ID
26805061

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