Download or read book The Pocket Guide to Sales for Financial Advisors written by Beverly D. Flaxington and published by Ata Press. This book was released on 2014-10 with total page 174 pages. 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.
Download or read book Buying and Selling a Business written by Garrett Sutton and published by RDA Press, LLC. This book was released on 2013-02-28 with total page 173 pages. Available in PDF, EPUB and Kindle. Book excerpt: Buying and Selling a Business reveals key strategies used to sell and acquire business investments. Garrett Sutton, Esq. is a best selling author of numerous law for the layman books, and he guides the reader clearly through all of the obstacles to be faced before completing a winning transaction. “Buying and Selling a Business” uses real life stories to illustrate how to prepare your business for sale, analyze acquisition candidates and assemble the right team of experts. The book also clearly identifies how to understand the tax issues of a business sale, how to use confidentiality agreements to your benefit and how to negotiate your way to a positive result. Robert Kiyosaki, the best selling author of Rich Dad/Poor Dad has this to say about Buying and Selling a Business, “Garrett Sutton’s information is priceless for anyone who wants to increase his or her knowledge of the often secret world of the rich, what the rich invest in, and some of the reasons why the rich get richer.” Buying and Selling a Business is a timely business book for our times.
Download or read book How to Value Buy or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Download or read book What I ve Learned from Attending Over 35 Indy 500 s written by Jeff Cowan and published by Bookbaby. This book was released on 2018-05-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every May, thousands descend upon the Indianapolis Motor Speedway to watch and be part of the Greatest Spectacle in Racing, the Indy 500. Millions more watch on television from around the world. All know that Indy is the biggest single day sporting event in the world, but what many do not know is that it is also a college and an institution of higher learning. For just one day a year, by attending this event, you can get a lifetime of knowledge that will take the average student years to acquire.Every year you see some of the wealthiest people from around the world bring their multi-million-dollar race teams and drivers to the track and battle it out. Sponsored by some of the world's richest companies, these Titians of business and sport duke it out for their share of the richest purse in all of racing ($13.2 million in 2017 - Winners share, at least $2.5 million).If you pay attention as the biggest of big in business do their battle, you can and will learn life and business lessons that can and will change your life forever. Now, for the first time anywhere, Author Jeff Cowan will show you exactly how to get a lifetime of learning from watching The Indy 500. In this book you will find strategies he has learned from some of the most successful business men and women regarding sales, motivation, leadership, management and life in general. Lessons any and all can and will benefit from. Be prepared to laugh, cry and most importantly, learn. The Indy 500 is more than just a great race that happens once a year. It is also the best one-day college anyone can attend.
Download or read book Your Go To Sales Advisor written by Tony Jeary and published by Clovercroft Publishing. This book was released on 2021-05 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tony and Randy have created a veritable "Wikipedia" for sales professionals in the technology space that offers the best of the best sales practices and ideas collected from their combined over seventy years of experience, plus content from over fifty top technology sales advisors across the world. They've shared proprietary tools and models that have given value to so many of their high-achieving clients, teammates, and friends over the years, and even included some of the current top sales methodologies on the market. This book is packed with value to help technology sales professionals reach a higher level of mastery in their vocation.
Download or read book Critical Selling written by Nick Kane and published by John Wiley & Sons. This book was released on 2015-09-28 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Master these top-performing sales skills to dominate the marketplace Critical Selling is a dynamic and powerful guide for transforming your sales approach and outperforming your competition. This book is based on Janek Performance Group's, an award winning sales performance company, most popular sales training program, Critical Selling®. Let authors Justin Zappulla and Nick Kane, Managing Partners at Janek, lead you through their flagship sales training methodology to provide you with the strategies, skills and best practices you need to accelerate the sales process and close more deals. From the initial contact to closing the deal, this book details the winning strategies and skills that have supercharged the sales force of program alumni like OptumHealth, Santander Bank, Daimler Trucks, California Casualty, and many more. Concrete, actionable steps show you how to plan a productive sales call, identify customer needs, differentiate yourself from the competition, and wrap up the sale. You'll also learn proven techniques for building rapport, overcoming objections, dealing with price pressures, and handling the million little things that can derail an otherwise positive sales interaction. Sales are the lifeblood of your company. Are they meeting your expectations? What if you could exceed projected sales figures and blow your competition out of the water? This book provides the research-based framework to ignite your sales team and excite your customer base, for sustainable success in today's market. Let Critical Selling® show you how to: Connect with customers on a deeper level to build trust Present a persuasive and value-based solution tailored to your customer’s needs Handle pricing pressure, doubt, and objections with confidence Utilize proven methodologies that help you close the sale Sales is about so much more than exchanging goods or services for cash. It's about relationships, it's about outperforming the competition, it's about demonstrating real value, and it's about understanding and solving people's problems. Critical Selling shows you how to bring it all together, using proven techniques based on real sales performance research.
Download or read book Storyselling for Financial Advisors written by Scott West and published by Kaplan Trade. This book was released on 2000-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.
Download or read book Rich Dad Advisor s Series SalesDogs written by Blair Singer and published by Business Plus. This book was released on 2002-07-01 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: By knowing the five basic breeds of people-the Pit Bull, the Golden Retriever, the Poodle, the Chihuahua, & the Basset Hound-readers will have the necessary insight to improve their business & selling savvy. SalesDogs will: * Introduce Five Breeds of SalesDogs! * Reveal the five simple but critical revenue-generating skills to generate endless streams of qualified buyers & life-long sales * Teach you how to identify your "breed" & play to your own strengths * Give you the steps to inspire & direct any group of sales people into a charging pack of blue-ribbon SalesDogs * Show you how to reduce your sales effort, increasing your sales results * Teach you how to radically change your attitude in thirty seconds or less so you can direct your financial results.
Download or read book Fear Selling for Financial Advisors written by Paul F. Borgese and published by Fear Marketing Group. This book was released on 2005-06-01 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: Top financial advisors earn big bucks and so have the luxury of hiring staff and investing in sales and marketing systems that keep them winning clients with little effort. But you know if you are starting up as a financial advisor that the going can be rough at first. Recent turnover statistics show that up to 68% of new financial advisors fail within their first year. Why do they fail? Well, whether you are working for a large financial institution or if you are an independent advisor, you basically are running your own small business. You have to brand yourself, market yourself, and sell yourself. Unfortunately, many financial advisors whom we train don't understand that they are in business for themselves. They have little formal sales training and limited marketing knowledge. They don't know how to set up their own sales and marketing systems - but that's exactly what they have to do if they want to survive in today's cut-throat financial services arena. This book includes all the information from the 2nd edition of FEAR Selling plus newly developed strategies, tactics and techniques specially designed for Financial Advisors. FEAR Selling For Financial Advisors covers everything you need to know to be a top producer. Find out how to: keep a steady stream of prospects calling you, target wealthy investor segments, set up a highly leveragable referral system, cold call with confidence, position yourself effectively through your 30-Second Commercial, get your prospects curious enough to invite you in to sell them more, bond quickly through proven trust-building techniques, ask the right questions at the right times to the right people, and tailor your offerings to your prospects sothat they buy now. For more information, go to www.FEARSelling.com.
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Download or read book Buying Selling and Valuing Financial Practices Website written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2016-08-22 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.
Download or read book The Trusted Advisor Sales Engineer written by John Care and published by . This book was released on 2020-06-14 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sales and Sales Engineering leaders across the world have used the Trusted Advisor label hundreds of times over the past twenty years. Yet it really doesn't mean that much without a lot of explanation. You may be thinking about some of these questions right now. Becoming a Trusted Advisor is not as simple as it sounds, which is why so many organizations either never try, or make a half-hearted effort. Trusted Advisor - two words, five syllables and fifteen letters hide a massive complexity. For the first time ever, there is now a book specifically designed to start the individual Sales Engineer on the journey to becoming a Trusted Advisor. Section One covers how to define and actually measure trust with your clients. Section Two looks at the practical aspects involved in building trust through Discovery, Presentations, Demos and all the other standard activities of an SE. Section Three examine how to get started and put it all into practice - both for individuals and for SE teams. This is not one of those tiny 40 page eBooks. It's over 150 pages of thoughts, ideas, best practices and real life examples based on dozens of clients and thousands of students who have already taken the workshop.** Note the 2020 Paperback version is a reformatted version of the original eBook with a only few minor edits and updates. **
Download or read book Sales Hype written by Law Steeple and published by Createspace Independent Publishing Platform. This book was released on 2017-07-09 with total page 66 pages. Available in PDF, EPUB and Kindle. Book excerpt: I helped make your advisor's Sales Hype Do you need your advisor to succeed with investments? Do you think your advisor's strategy can beat a market index fund? Do you know how many sales your advisor must make to keep their job? What is your actual total return with all costs included? Why do many Wall Street firm owners use index funds? Most wealthy people can answer these questions. Can you? Today, the information to answer these questions is easily available but only savvy shoppers have used it to succeed. They realize that the retail financial industry is extremely profitable because the sales hype works even better than it used to work. We have learned how to manipulate behavior better. Our margins are 29%. The $1.3 Trillion per year revenues come from YOU. I used to work for a few firms. I helped create some of the hype that our sales people used to separate you from your money or your potential future earnings. A plain market index fund beat 92-95% of the returns of our "professional" managers so we steer you away from them. However, we still get most investors to pay even for poor results. It is marketing, sales and misleading hype! Why should you give up your advisor? You may be giving up 63% of your total potential value. It is easy to do better on your own. Do you really think an expert at selling knows anything about what will happen to a security or the market in the next hour, week or year? Before I show you how to invest for your success, I think it is time you understood the marketing and sales HYPE. Most retail investors hate losing--more than they love winning. Most think Wall Street is a casino where some win but they forget that only the house wins long term. Isn't it time you learn how Warren Buffett avoids the Sales Hype and invests for success.
Download or read book Advisor Selling written by Matthew Hudson and published by . This book was released on 2014-08-18 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Chances are when you arrive for the sales meeting, the prospect already knows more about you than you do about them. However, with technology comes opportunity. Today's buyer is overwhelmed with data and information and they need help - they need a trusted advisor. Get to "yes" faster Have higher margins Keep your products sold and stay embedded during the "budget" cuts Have more referrals Have higher customer satisfaction In this book, you will learn from the years of research, observation and personal experiences of Matthew Hudson and Mark Hunter. They have spent decades immersed in the sales industry and have taught the concepts in this book to companies with amazing results. If you follow the principles outlined here, you will get more than a sale. You also will get trusted advisor status."
Download or read book The Trusted Advisor written by David H. Maister and published by Simon and Schuster. This book was released on 2012-12-11 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.
Download or read book How to Sell as a Financial Advisor written by J W Lynch and published by . This book was released on 2021-02-02 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of this guide is to teach you how to be the very best, top ranking financial advisor at your firm. It is specifically written for financial planners who have come to the realization that they are in a sales position and want to improve their sales process. The realization that we are salespeople hits all of us financial advisors at one point or another. To teach you how to improve your sales skills, I will take you through a detailed analysis of how to work with clients and how to more effectively manage your financial planning practice. I will teach you how to start your workday, what pre-appointment planning strategies to use, how to strategically use information from a client's account to your advantage, and how to better conduct client appointments.I will teach you how last year I sold $57 million in mutual funds and ETF purchases, $84 million professionally managed accounts and SMAs (Separately Managed Accounts), $10 million in annuities, and millions more in alternative investment strategies. I will also teach you how to overcome the dreaded client concern around fees. Additionally, I will teach you how last year I consolidated $24 million dollars through transfers of assets (TOAs) from competitors, $63 million dollars through 401k rollovers (both internal and external 401k plans), and $46 million from outside bank accounts and credit unions. I will teach you what sales skills to develop, how to better understand a client, and how to move the sales process along more efficiently. I will teach you how to have better conversations around getting client referrals. I will teach you how to beat your competition.My goal is to teach you all of the same sales skills and strategies I use in my own financial planning practice on a daily basis. I am working on these same strategies alongside you every day, and constantly working on refining and improving my own sales process. Studying the contents of this guide will help you overcome challenges you face and help you build confidence in your ability to succeed as a financial advisor. As you study this guide, you will see huge lift in all of your sales metrics. It will be worth every bit of time you take to learn and implement these changes in your daily practice!I am excited to teach you. I have experienced enormous sales success and I look forward to sharing these strategies with anyone looking to improve. I will share actual sales numbers, my compensation, and real examples of working with clients.Are you ready to boost your sales numbers and quickly increase your compensation? I will teach you how to take giant strides and rapidly advance your selling ability. Let's get started right away!
Download or read book Mastering Technical Sales written by John Care and published by Artech House. This book was released on 2008 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: This indispensable sales tool shows you the ropes of lead qualification, the RFP process, and needs analysis and discovery, and explains how your technical know-how can add invaluable leverage to sales efforts at every step. You learn how to plan and present the perfect pitch, demonstrate products effectively, build customer relationship skills, handle objections and competitors, negotiate prices and contracts, close the sale, and so much more.
