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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

2010-10-05 Business & Economics
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Release : 2010-10-05
Genre : Business & Economics
Kind : eBook
Book Rating : 144/5 ( reviews)

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Book Synopsis Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) by : Steve Moore

Download or read book Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) written by Steve Moore. This book was released on 2010-10-05. Available in PDF, EPUB and Kindle. Book excerpt: A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!

2011-12 Business & Economics
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Release : 2011-12
Genre : Business & Economics
Kind : eBook
Book Rating : 222/5 ( reviews)

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Book Synopsis 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! by : Daniel C. Finley

Download or read book 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! written by Daniel C. Finley. This book was released on 2011-12. Available in PDF, EPUB and Kindle. Book excerpt: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

Someday Rich

2011-10-25 Business & Economics
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Release : 2011-10-25
Genre : Business & Economics
Kind : eBook
Book Rating : 511/5 ( reviews)

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Book Synopsis Someday Rich by : Timothy Noonan

Download or read book Someday Rich written by Timothy Noonan. This book was released on 2011-10-25. Available in PDF, EPUB and Kindle. Book excerpt: To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.

The Million-dollar Financial Advisor

2010 Business & Economics
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Release : 2010
Genre : Business & Economics
Kind : eBook
Book Rating : 729/5 ( reviews)

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Book Synopsis The Million-dollar Financial Advisor by : David J. Mullen (Jr.)

Download or read book The Million-dollar Financial Advisor written by David J. Mullen (Jr.). This book was released on 2010. Available in PDF, EPUB and Kindle. Book excerpt: 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 * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

The Pocket Guide to Sales for Financial Advisors

2014-10 Financial planners
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Release : 2014-10
Genre : Financial planners
Kind : eBook
Book Rating : 089/5 ( reviews)

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Book Synopsis The Pocket Guide to Sales for Financial Advisors by : Beverly D. Flaxington

Download or read book The Pocket Guide to Sales for Financial Advisors written by Beverly D. Flaxington. This book was released on 2014-10. Available in PDF, EPUB and Kindle. Book excerpt: Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

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