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 Design and Management of Service Processes written by Rohit Ramaswamy and published by Prentice Hall. This book was released on 1996 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: PLEASE PROVIDE COURSE INFORMATION PLEASE PROVIDE
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 Success as a Real Estate Agent For Dummies written by Dirk Zeller and published by John Wiley & Sons. This book was released on 2024-07-04 with total page 455 pages. Available in PDF, EPUB and Kindle. Book excerpt: Straight-talking advice for new and veteran agents navigating today's real estate market Success as a Real Estate Agent For Dummies helps you create leads, close deals and everything in between. This updated edition covers changes to interest rates, inventory, and the impact of recent class action lawsuits on agent compensations. With tried-and-true tactics and fresh ideas from one of North America's top agents, this book contains all you need to know about the real estate business. Inside, you'll find tips and tricks on selecting a company that works best for you and your goals, marketing yourself and your listings with influence, and communicating effectively with clients. The actionable content in this Dummies guide is your ticket to thriving in a wide market. Gain insider advice on how to flourish as an agent in all real estate markets Understand how real estate is changing, and what those changes mean for you Find, secure, and sell more properties with optimized listings and outreach Get fresh ideas for improving your results in residential and commercial sales For new licensed real estate agents, those switching careers into real estate agenting, or seasoned agents looking to refine their prospecting and selling skills, this book is a valuable source of information and techniques.
Download or read book Getting Clients and Keeping Clients for Your Service Business written by M. D. Weems and published by Atlantic Publishing Company. This book was released on 2007-04 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many books are written on how to attract more business for retail stores or new products, but this is the only book written for the small business service provider. Whether you are an attorney, doctor, accountant, consultant, personal trainer, insurance agent, Web or computer consultant, graphic designer, dentist, landscape or pool caretaker, professional cleaner, wedding planner, tree trimmer, caterer, or pet sitter, this book is for you. The truth is unless you keep a steady stream of clients coming through your doors, you will never be as successful as you would really like to be. If you're great at working with clients and you do an excellent job of providing your services, you have the capability to turn your service business into a highly profitable firm, easily. If you are like most small business service providers, getting and keeping new clients is hard work and takes up most of your time. And it is a big challenge. Yet this was not the reason you went into business. You went into business to assist your customers and make a financially rewarding business for yourself. This new book will guide you back to your original goals for going into business while making your life easier. Developing a low-cost proven marketing system doesn't have to be difficult or time consuming. This book details the principles and practices of marketing for the professional service business. In 30 days or less, you will be so successful in attracting all the business you will ever need that you can select the clients you want to serve. This specialized book will demonstrate methodically how to market and promote your services easily, inexpensively, and most important profitably. You will learn how to find new business clients quickly and keep existing ones satisfied by selling client based solutions and services by putting technology and low-cost marketing devices into place that take little or no time on your part. You will learn to develop a marketing plan with hundreds of practical marketing ideas to help successful service providers attract new clients and increase business with existing ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Download or read book Success as a Real Estate Agent for Dummies Australia NZ written by Terri M. Cooper and published by John Wiley & Sons. This book was released on 2015-07-13 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your no-nonsense guide to becoming a successful real estate agent in the Australian and New Zealand markets As the Australian and New Zealand housing markets begin to recover, now is the time to make the jump to your new career as a real estate agent. If you're already an agent, it's a great time to sharpen your skills and increase your commissions. Success as a Real Estate Agent For Dummies provides the foundation and advice you need to become a real estate superstar. Written specifically for agents and potential agents in Australia and New Zealand, this handy, plain-English guide gives you all the tools you need to bring in new prospects, close sales, build a referral base, plan open houses, present and close listing contracts, and give yourself a leg up on the competition. Whether you want to get involved in commercial or residential real estate, you'll find all the guidance you need to do it right. Includes handy tips and tricks for working with buyers Offers practical advice on prospecting and generating leads online, including how to use social media Presents tried-and-true tactics and fresh ideas for closing deals Whether you're looking to get started in real estate, or you're a working agent who wants to up your game, Success as a Real Estate Agent For Dummies gives you the tools and insight you need to compete—and succeed.
Download or read book No Fear Allowed written by Laura Herring and published by Morgan James Publishing. This book was released on 2015-08-04 with total page 252 pages. Available in PDF, EPUB and Kindle. Book excerpt: This business leader’s biography is “an honest book, a rare insight into the truth of what entrepreneurs face every day” (Maxine Clark, founder, Build-A-Bear Workshop; founding member, PROSPER Women Entrepreneurs). In No Fear Allowed, Laura Herring traces her story from psychologist to entrepreneur and then business leader, sharing her experience as the Founder and Chairwoman of IMPACT Group, a global company she grew to almost fifty million dollars. Filled with straight talk from the frontlines of corporate America that can benefit anyone in business, no matter what level, this inspiring read reminds us that whether you’re an entrepreneur, an intrapreneur in a corporate setting, or simply a lover of great business biographies, “No Fear Allowed” is not just a phrase. It’s a battle cry! “An amazing, heartfelt personal story of overcoming failure after failure on the road to triumph . . . Her lessons learned at the end of each chapter are worth the price of the book alone.” —Sandra Yancey, founder and CEO, eWomenNetwork
Download or read book The Soul Sourced Entrepreneur written by Christine Kane and published by BenBella Books. This book was released on 2020-11-17 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: Can you succeed in business when your strength is more about sensitivity than swagger? If you're moved by meaning, more than manipulation? In other words: Can you succeed while still being you? Christine Kane is living proof that the answer is yes. Far too many of us have swallowed the notion that business owners have to be a certain way to be successful—strategy-obsessed, data-driven, and relentlessly aggressive. Bookstore shelves are lined with guides for entrepreneurs that urge them to "Crush it! "10X It!" or "Unf**k it!" Those who aren't crushers or unf**kers of anything are left wondering if something's wrong with them. Like,maybe they're just not cut out for business. A former songwriter and performer, and then founder of Uplevel YOU—a multi-million-dollar business coaching company—Christine Kane shows a new class of entrepreneurs another way. It's time to connect, not crush. In The Soul-Sourced Entrepreneur, Kane shares the insights that have helped thousands find success without losing themselves. In these pages, readers will find a practical plan to: • Toss out ineffective, old-school goal-setting models. • Reframe your intuition and sensitivity as valuable assets, not as flaws to hide. • Examine old patterns for clues as to what's been holding you back. • Clean up the spaces and distractions draining your energy and power. • Learn to confidently trust in your own wisdom. • Break free from fear-based decision-making that plagues most businesses. Throughout the book, you'll hear stories from other soul-sourced entrepreneurs, who employ their own reliable, unique set of best practices based as much in intuition and self-awareness as on specific skills and strategies. Forget business as usual. Your business is personal, and in this new era, authenticity, creativity, and sensitivity are what set businesses apart. The Soul-Sourced Entrepreneur is your unconventional plan to build the business of your dreams, and being wildly successful by being you.
Download or read book How to Survive Among Piranhas written by Joachim de Posada and published by AuthorHouse. This book was released on 2003-08 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt: Our rapidly changing world is full of Piranhas, those negative people who rob you of your self-confidence, your dignity, your dreams. Learn how to survive thrive among them by navigating the white-capped paths of successful freestyle career swimmers. Why was Larry Bird one of the most successful basketball players in history? Why did Jorge Posada become the catcher for the New York Yankees? It was far more than talent that charted their courses. You will learn the secret of their great accomplishments. What did Arun Gandhi, Mahatma Gandhi's grandson learn from his grandfather that totally changed his life and will change yours? What happened in Saudi Arabia when Dick Cheney and the author were invited to speak? You will learn the most important lesson on interpersonal relationships. How did the author defy Fidel Castro in front of the cameras and what application does it have to your business? What did the author learn during his tenure at Xerox about exactly why people buy? You will learn valuable lessons about loyalty and human persuasion. What is your psychological profile, and how can you use your strengths to help you achieve your goals? You must read this book. It will give you tools to unleash your potential and get anything you want with what you have. . You'll learn more about business, humanity and yourself in these brief pages than you imagined possible, plus you'll learn the truth about Piranhas, real and metaphorical. Some of the lessons are painful, but Dr. Posada's gentle humor provides welcome tonic, and his insights will both astound and inspire you (even those that make you wince.)
Download or read book Long Life Now written by Lee Hitchcox and published by . This book was released on 1996 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discusses how to slow the biological aging process; achieve immunity from nursing home institutionalization; reduce the risk of degenerative disease; purge pesticides from our food supply and environment; convert our economy from petrochemical-based to plant-based; and transform government from lobby-centered to people-centered. Covers dietary components, such as proteins, fats, carbohydrates, additives, dairy products, seafoods, and vitamins; the history of the American diet; the food guide pyramid; weight control; exercise; biological age; various nutrition-related illnesses such as heart disease, cancer, osteoporosis, arthritis, diabetes, hypertension, etc.
Download or read book Keep Your Customers written by Ali Cudby and published by Morgan James Publishing. This book was released on 2020-01-07 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: This fresh take on retention and revenue is “a useful guide to long-term customer loyalty that’s engaging, insightful and actionable . . . a fast, easy read” (Jonathan Tower, Managing Partner, Catapult VC). It costs 5 to 25 times more for companies to acquire a new customer versus retaining an existing one. That means a company’s process to keep its customers is tied directly to its revenue and profitability. In Keep Your Customers, Ali Cudby provides insights from business leaders, beginning with legendary executive Kay Koplovitz. The book goes on to offer real-world consumer behavior stories, business best practices, and CEO-led case studies in industries ranging from technology (ClusterTruck, PERQ), consumer packaged goods (Soapbox), and retail (Esprit de la Femme, Urban Stems). Interviews with renowned venture capitalists Mark Suster and Kara Nortman of Upfront Ventures, Square Capital executive Jackie Reses, and indie musician Craig Wedren, former Shudder to Think frontman and Yellowjackets composer, are also featured. Keep Your Customers is based on a proven process that has helped companies around the world improve the lifetime value of their clients. Keep Your Customers shares a fresh perspective on the old problem of customer relations. It jumps straight into practical strategies and actionable tactics to bring loyalty marketing to life for large and small businesses alike. Ali Cudby shares how to set up customer engagement for loyalty with a company culture to support it; grow without being stuck in the endless grind of new customer acquisition; and build the most powerful asset for any enterprise—a loyal, long-term, and lucrative customer base.
Download or read book A Practice that Works written by Steven Michael Harris and published by Taylor & Francis. This book was released on 2005 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practice that Works represents an anthology of new knowledge in the field, as chapter contributors describe in revealing detail their own innovative techniques.
Download or read book How to Be a People Magnet written by Leil Lowndes and published by McGraw Hill Professional. This book was released on 2002-06-21 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in paperback, this title by the bestselling author of "How to Make Anyone Fall in Love with You" reveals specific and proven techniques for attracting friends and lovers and keeping them for life.
Download or read book Implementing the Wealth Management Index written by Ross Levin and published by John Wiley & Sons. This book was released on 2011-09-13 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
Download or read book Alcohol Health and Research World written by and published by . This book was released on 1983 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Introduction to Clinical Mental Health Counseling written by Joshua C. Watson and published by SAGE Publications. This book was released on 2019-01-23 with total page 519 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introduction to Clinical Mental Health Counseling presents a broad overview of the field of clinical mental health and provides students with the knowledge and skills to successfully put theory into practice in real-world settings. Drawing from their experience as clinicians, authors Joshua C. Watson and Michael K. Schmit cover the foundations of clinical mental health counseling along with current issues, trends, and population-specific considerations. The text introduces students to emerging paradigms in the field such as mindfulness, behavioral medicine, neuroscience, recovery-oriented care, provider care, person-centered treatment planning, and holistic wellness, while emphasizing the importance of selecting evidence-based practices appropriate for specific clients, issues, and settings. Aligned with 2016 CACREP Standards and offering practical activities and case examples, the text will prepare future counselors for the realities of clinical practice.
Download or read book Massage Therapy E Book written by Susan G. Salvo and published by Elsevier Health Sciences. This book was released on 2019-02-28 with total page 778 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make the essential principles of massage therapy more approachable! Covering massage fundamentals, techniques, and anatomy and physiology, Massage Therapy: Principles and Practice, 6th Edition prepares you for success in class, on exams, and in practice settings. The new edition of this student friendly text includes more than 700 images, expanded information on the latest sanitation protocols, critical thinking questions at the end of each chapter, and updated pathologies which reflect what you will encounter in the field. - UPDATED pathologies ensure they are current and reflect what you will see in the field as a practitioner. - UPDATED Research Literacy and evidence-informed practice skills, emphasize how to locate and apply scientific data and the latest research findings in your massage practice. - Licensing and Certification Practice Exams on Evolve mimics the major high-stakes exams in format and content, builds confidence, and helps increase pass rates. - Complete anatomy and physiology section, in addition to material on techniques and foundations, you all the information you need in just one book. - Robust art program enhances your understanding and comprehension of each topic presented through visual representation. - Case studies challenge you to think critically and apply your understanding to realistic scenarios, foster open-mindedness, cultural competency, and stimulate dialogue. - Profile boxes provide an inspirational, real-world perspective on massage practice from some of the most respected authorities in massage and bodywork. - Clinical Massage chapter focuses on massage in therapeutic and palliative settings such as hospitals, chiropractic and physical therapy offices, nursing homes, and hospice care centers to broaden your career potential. - Business chapter loaded with skills to help make you more marketable and better prepared for today's competitive job market. - NEW! UPDATED information throughout, including the latest sanitation protocols, ensures the most current, accurate, and applicable content is provided and is appropriate for passing exams and going straight into practice. - NEW! Critical thinking questions at the end of the chapters help you develop clinical reasoning skills. - NEW! Maps to FSMTB's MBLEx exam, the Entry Level Analysis Project (ELAP), and Massage Therapy Body of Knowledge (MTBOK) to illustrate that our content is in line with the core entry-level massage therapy curriculum. - NEW! Revised Kinesiology images include colored indications of origins and insertions.