Download or read book The LinkedIn Guide for Financial Advisors written by Claire Akin and published by . This book was released on 2017-05-03 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 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 marketing on LinkedIn to attract new leads. Updated and expanded with new strategies for 2017.

Download or read book The 2016 Linkedin Guide for Financial Advisors written by Claire Akin Mba and published by Createspace Independent Publishing Platform. This book was released on 2016-03-23 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 marketing on LinkedIn to attract new leads.

Download or read book The Indispensable LinkedIn Sales Guide for Financial Advisors written by Kevin Nichols and published by . This book was released on 2014-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The LinkedIn Starter Kit for Financial Advisors written by Jeremy Jackson and published by Createspace Independent Publishing Platform. This book was released on 2015-08-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the author of The Marketing Handbook for Financial Advisors, this short guide provides a to-the-point explanation of how to build a compliant and effective profile as well as guidance on how to build new and existing client relationships.

Download or read book Financial Blogging written by Susan B. Weiner and published by CreateSpace. This book was released on 2013-07 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Blogging has become a "must" for many independent and fee-only financial advisors. It's a great way to build your business by connecting with current and potential clients as well as referral sources. Blogging attracts prospects to your website, media attention, and speaking engagements ... This book will help you conquer the challenge of producing high quality blog posts by following a step-by-step process, including how to: generate and refine ideas for blog posts that will engage your readers; organize your thoughts before you write so you can write more quickly and effectively; edit your writing so it's reader-friendly and appealing; spread the word about your blog and attract more visitors"--Page [4] of cover.

Download or read book LinkedIn Success for Financial Advisers written by Philip Calvert and published by . This book was released on 2019-10-19 with total page 85 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention all IFAs, financial planners, wealth managers and professional financial advisers on LinkedIn who want to attract more of the connections and clients they really want. If you're looking to succeed with LinkedIn then this brand new cheat sheet and guide by LinkedIn expert and international speaker Philip Calvert, reveals how to easily use LinkedIn to attract more of your ideal clients and contacts such as professional connections and business introducers. In fact, here's just a sample of what you'll discover in the pages of this insightful new book for financial advisers: Forty-eight reasons why IFAs, financial planners, wealth managers and financial advisers should be using LinkedIn as part of your sales and marketing strategy How to quickly and easily create a LinkedIn profile that gets you noticed How to appear high in LinkedIn search results for your area of expertise Twenty-one 'must do' action points for winning with LinkedIn The right way to choose the keywords and hashtags that you use on LinkedIn How to post status updates that get you noticed How to post articles that will get you multiple views A new and little-known technique for being noticed by the LinkedIn algorithm Proven networking questions that build relationships online and offline ...and much, MUCH More! And, as a special bonus, we'll also reveal proven messaging and connection scripts that make sure your communications are noticed, opened and accepted! One financial planner revealed that he won a valuable new pension and investment client the very first time he used the networking techniques decsribed in this book. Never before have you had such a unique opportunity to have this proven LinkedIn expert take you by the hand and explain how to use LinkedIn to attract more of the connections you really want. 100% Risk-FREE Guarantee. Get started right now - click the order button and you're on your way to getting more of your ideal connections on LinkedIn!

Download or read book Success as a Financial Advisor For Dummies written by Ivan M. Illan and published by John Wiley & Sons. This book was released on 2018-11-13 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.

Download or read book Rock Retirement written by Roger Whitney and published by Morgan James Publishing. This book was released on 2017-10-03 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies

Download or read book Foundations of Computational Finance with MATLAB written by Ed McCarthy and published by John Wiley & Sons. This book was released on 2018-06-13 with total page 375 pages. Available in PDF, EPUB and Kindle. Book excerpt: Graduate from Excel to MATLAB® to keep up with the evolution of finance data Foundations of Computational Finance with MATLAB® is an introductory text for both finance professionals looking to branch out from the spreadsheet, and for programmers who wish to learn more about finance. As financial data grows in volume and complexity, its very nature has changed to the extent that traditional financial calculators and spreadsheet programs are simply no longer enough. Today’s analysts need more powerful data solutions with more customization and visualization capabilities, and MATLAB provides all of this and more in an easy-to-learn skillset. This book walks you through the basics, and then shows you how to stretch your new skills to create customized solutions. Part I demonstrates MATLAB’s capabilities as they apply to traditional finance concepts, and PART II shows you how to create interactive and reusable code, link with external data sources, communicate graphically, and more. Master MATLAB’s basic operations including matrices, arrays, and flexible data structures Learn how to build your own customized solutions when the built-ins just won’t do Learn how to handle financial data and industry-specific variables including risk and uncertainty Adopt more accurate modeling practices for portfolios, options, time series, and more MATLAB is an integrated development environment that includes everything you need in one well-designed user interface. Available Toolboxes provide tested algorithms that save you hours of code, and the skills you learn using MATLAB make it easier to learn additional languages if you choose to do so. Financial firms are catching up to universities in MATLAB usage, so this is skill set that will follow you throughout your career. When you’re ready to step into the new age of finance, Foundations of Computational Finance with MATLAB provides the expert instruction you need to get started quickly.

Download or read book Taming the Four Headed Dragon written by Bill Walton and published by iUniverse. This book was released on 2014-03-04 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: A financial advisors job can be one of the most rewarding in todays economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But the recent downturn in the global economy and general skepticism regarding Wall Street has advisors working harder than ever to manage and grow their business. Every FA must sign more new clients to keep their practice viable. If you are a financial advisor who is struggling to balance all that it entails to run, market, and administer your business, then Taming the Four-Headed Dragon is the book for you. This phenomenal book, as one reviewer called it, is packed with proven tactics and strategies to help financial advisors be clear on who is an ideal prospect for them and arm their referral sources with relevant messaging to make these connections. Author Bill Walton provides a prospecting system that turns every conversation or meeting into a beneficial next step toward closing business. This must-have guide for all financial professionals who sell reveals how to: set meaningful goals that pull you toward action; profile your ideal client; write a clear and compelling value proposition; craft and share crisp messaging with referral sources and centers of influence; and conduct meetings that always lead to a next step. Bill Waltons sales training programs have been adopted by Wall Streets top firms and high-profile Fortune 500 companies. Drawing on his years of experience and success from the sales forces that he serves, Bill Walton has provided an essential guide for achieving success in the ever-competitive arena of financial sales.

Download or read book The Financial Adviser s Guide to Attracting Leads with LinkedIn written by Philip Calvert and published by . This book was released on 2019-12-27 with total page 307 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention IFAs, Financial Planners, Wealth Managers and Financial Advice professionals who use LinkedIn... Are you looking for more of your ideal leads, clients and connections on LinkedIn - without paying for advertising? Whilst Facebook continues to be all dominant in the social media space, LinkedIn is receiving significantly increased attention - so much so that financial advisers around the world are more eager than ever to include it at the heart of their sales and marketing activities to attract high quality new leads.. But very few financial advisers use LinkedIn strategically, so they are missing out on a potential goldmine. This book and planner will help them to get far greater focus on the key activities that are proven to attract new leads - and without paying for advertising. This unique book is part guide, part planner and part journal, giving you, the professional financial adviser the opportunity to get clear focus on why you are using LinkedIn, and also to document your progress and success. If you finally want to start seeing the results you really want from LinkedIn - you should order your copy now...

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-02 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Download or read book The Million dollar Financial Services Practice written by David J. Mullen (Jr.) and published by Amacom. This book was released on 2013 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

Download or read book LinkedIn Lead Generation for Financial Advisers written by Philip Calvert and published by . This book was released on 2020-07-25 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a Financial Adviser, IFA, Wealth Manager or Financial Planner with a profile on LinkedIn - but failing to attract more of the right leads and client opportunities? LinkedIn Fact: Whilst most financial advisers have a profile on LinkedIn, fewer than 5% admit to regularly receiving enquiries through the platform - let alone enquiries from their ideal target clients. LinkedIn Fact: Advisers and financial planners who follow a proven LinkedIn strategy and process, consistently report attracting high quality enquiries on a regular basis - and without paying for Premium membership. LinkedIn Fact: Financial Advisers who use proven messaging and connection scripts, and who follow a proven approach to posting content on LinkedIn, consistently attract ten times (often much higher) more profile views than those who don't. Philip Calvert is recognised as the leading LinkedIn consultant, speaker, trainer and expert for financial advice and financial services professionals worldwide. Financial adviser clients of his regularly report attracting high value new clients the very first time they put his LinkedIn strategies into action, and 98% of his financial adviser clients see an immediate and measurable improvement in their visibility on LinkedIn when they follow just one of Phil's many profile optimisation techniques. Philip regularly hosts live and online workshops on how financial planning professionals can attract leads on LinkedIn, but this exciting new book provides the Financial Adviser Fast-Track Guide to attracting more of your ideal leads, including: How Tony, a financial planner in England consistently uses LinkedIn to attract high quality new client enquiries every week, and also to open doors to other business opportunities Key action points all financial advisers must take to attract their ideal clients and connections on LinkedIn Proven LinkedIn messaging and connection scripts A proven strategy for rapidly and dramatically increasing your visibility in LinkedIn search results The single most valuable feature on LinkedIn (and it's free) which Financial Advisers are not using How to make it harder for your profile viewers to find your competitors A simple and proven approach to posting content on LinkedIn which dramatically increases the number of visitors to your profile Access to Philip's unique LinkedIn Health Check tool to measure how effectively you are using the platform to attract high quality client enquiries The Financial Adviser LinkedIn Action Plan The Financial Adviser LinkedIn Daily Planner A unique LinkedIn journal to document your activity and progress And much more... If you are a Financial Planner, IFA, Wealth Manager, RIA, Mortgage Adviser or other Financial Advice professional with a profile on LinkedIn, stop missing out on the new client enquiries that you deserve and get your copy today... "I used one of your LinkedIn tips straight after your conference presentation yesterday and already have two calls arranged with prospects! People need to see your presentation, follow your advice and then apply it." Financial Planner, January 2020

Download or read book The Million Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

Download or read book The Advisor Platform written by Deepak Patel and published by . This book was released on 2020-11-12 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: The biggest problem facing Financial and Insurance Advisors today is to generate more qualified appointments consistently. The world has changed, technology and social media coupled with greater competition and complex financial products are making it difficult for Financial Advisors to keep up and continue to grow their practices. This book will provide a simple and modern method to generate qualified appointments using "compliant" social media strategies that we are using today.This book is a "must-read" social media marketing guide for Financial Advisors that are looking to scale their practices, gather more AUMs, close more Annuities, sell Life Insurance or even build a team of recruits.We created AdvisorLearn.com platform to help Financial and Insurance Advisors learn about right way to use social media to generate meetings and clients.What most Advisors don't understand is the principle of "more with less" and "less is more". This book shows how to build a laser-focused marketing plan and the two powerful methods and two powerful platforms that are best suited to generate a "Consultation" type of leads.This 65-page book is easy to read and in it, you'll learn...1. How To Generate Qualified Appointments Using 2 Simple Campaigns On LinkedIn and Facebook ...80 Advisors Are Using This Secret Method2. Get a FREE Social Media Checklist For Financial Advisors...find out today what you can do and what you can't and how can this impact your practice right away3. What Is The End To End Strategy To Make Social Media Work...the real work that must be done outside social media platforms

Download or read book Successful Hiring for Financial Planners written by Caleb Brown and published by Coventry House Publishing. This book was released on 2018-01-18 with total page 123 pages. Available in PDF, EPUB and Kindle. Book excerpt: From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm. Inside this guide you will learn: • How to develop an appealing career track • When you should begin the hiring process • How to let your firm's culture recruit for you • The art and science of screening candidates • How to overcome common hiring struggles • Practical tips to handle underperformers • How to develop a succession plan Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.