Download or read book Building a Financial Services Clientele 11th Edition written by O. Alfred Granum and published by . This book was released on 2011-11-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 11th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years! This edition provides step-by-step instructions on how to: Understand the client-building philosphy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.
Download or read book Building a Financial Services Clientele written by O. Alfred Granum and published by . This book was released on 2001 with total page 293 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Building a Financial Services Clientele written by O. Alfred Granum and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new 12th edition contains some of the most important updates ever made to this highly popular publication. This edition of Building a Financial Services Clientele brings the proven One Card System ("OCS") to life in a contemporary, high-tech context--penetrating the mechanics of the system itself to expose why the approach works and how you can take advantage of today's tools and technology while still employing the remarkably effective OCS system. This edition provides step-by-step instructions on how to: Understand the client-building philosophy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Enhancements to the 12th Edition: New Chapter: Understanding the Science of Building a Clientele New discussion of the importance of - and how to - stay focused Complete update of the relationship of technology and the One Card System including discussion of technological tools, benefits of technology, networking and social media Increased emphasis on "soft skills" including client research and physiological value of new clients, client guidance and loyalty Enhanced treatment of Client Acquisition Process Enhanced treatment of managing time and relationships CAM (Career Activity Management) System chapter entirely updated Mastering the Client Acquisition Process Expanded instruction in identification of "Qualified Suspects" and turning them to Clients Updating of useful tools for increasing industry knowledge and skills Scripts for the six-step prospecting approach to gaining more clients Tips and scripts for use of the telephone, mail and email Effective communication techniques for today's producer Tools for customer-relationship management and practice management Setting goals and refining work plans Analyzing and managing activity and production Handling the fact-finding interview Effective closing techniques Maximizing the value of delivery and post-sale contacts Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.
Download or read book How to Build Your Financial Advisory Business and Sell It at a Profit written by Al Depman and published by McGraw Hill Professional. This book was released on 2009-10-21 with total page 353 pages. Available in PDF, EPUB and Kindle. Book excerpt: Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a. “The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members. Depman guides you through the process of forming a sound plan for your financial services business, including how to: Create a team of advocates in marketing and administration Build a sophisticated referral process Develop sales and casedevelopment systems Write a best-practices operations manual Maximize new technology to streamline operations Put a succession plan in place Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work. Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.
Download or read book Building a Financial Services Clientele written by O. Alfred Granum and published by . This book was released on 2006 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book How to Start a Home Based Catering Business 6th written by Denise Vivaldo and published by Rowman & Littlefield. This book was released on 2010-01-06 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: Those passionate about parties or cooking can now realize their dream of working from home at something they enjoy. Denise Vivaldo shares her experiences and advice on all the essentials and more, including estimating start-up costs and pricing services, finding clients, outfitting one’s kitchen, and honing food presentation skills.
Download or read book Wealth Protection written by Christopher R. Jarvis and published by John Wiley & Sons. This book was released on 2002-11-04 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: "As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.
Download or read book Services Marketing written by Valarie A. Zeithaml and published by McGraw-Hill. This book was released on 1996 with total page 700 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Selling the Invisible written by Harry Beckwith and published by Business Plus. This book was released on 2000-10-15 with total page 137 pages. Available in PDF, EPUB and Kindle. Book excerpt: SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.
Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
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 Strategic Customer Service written by John A. GOODMAN and published by AMACOM Div American Mgmt Assn. This book was released on 2009-05-13 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: The success of any organization depends on high-quality customer service. But for companies that strategically align customer service with their overall corporate strategy, it can transcend typical good business to become a profitable word-of-mouth machine that will transform the bottom line. Drawing on over thirty years of research for companies such as 3M, American Express, Chik-Fil-A, USAA, Coca-Cola, FedEx, GE, Cisco Systems, Neiman Marcus, and Toyota, author Goodman uses formal research, case studies, and patented practices to show readers how they can: • calculate the financial impact of good and bad customer service • make the financial case for customer service improvements • systematically identify the causes of problems • align customer service with their brand • harness customer service strategy into their organization's culture and behavior Filled with proven strategies and eye-opening case studies, this book challenges many aspects of conventional wisdom—using hard data—and reveals how any organization can earn more loyalty, win more customers...and improve their financial bottom line.
Download or read book Facilitating Financial Health written by Brad Klontz and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. The authors, two mental health professionals and a CFP(R)-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money. This concise yet comprehensive Guide enables financial planning and mental health practitioners to effectively integrate tools from the fields of psychotherapy, life coaching, and financial planning as they help their clients change destructive financial behaviors. Facilitating Financial Health, 2nd Edition will enable you to: -Address your clients' money-driven problems, from both financial planning and mental health perspectives -Learn the best techniques and recognize when to call in help from outside your field when dealing with clients' financial issues -Focus on both interior (emotional and intangible aspects of money) as well as exterior (the tangible "nuts and bolts" of financial planning) financial health topics -Explore "Money Scripts" - beliefs about money commonly held by clients, financial planners, and therapists that can lead to destructive financial habits -More effectively work with individuals and couples on difficult financial health topics In addition to everything that made the 1st Edition so popular, this new 2nd Edition delivers these enhancements: -Modern counseling tools are presented with references to updated research and publications for both financial planning and mental health professionals -A more comprehensive description of "Money Scripts" - beliefs that hamper clients' abilities to make sound financial planning decisions -Updated ethical information, including references to new CFP(R) ethical guidelines -A newly enhanced chapter on creating an integrated financial practice -New tools for working with couples, including tips on working with nontraditional and unmarried couples -Content that has been enhanced by readers about the kinds of money-driven relationship issues that are the most commonly seen by planners and clients alike
Download or read book The Future of Finance written by Henri Arslanian and published by Springer. This book was released on 2019-07-15 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book, written jointly by an engineer and artificial intelligence expert along with a lawyer and banker, is a glimpse on what the future of the financial services will look like and the impact it will have on society. The first half of the book provides a detailed yet easy to understand educational and technical overview of FinTech, artificial intelligence and cryptocurrencies including the existing industry pain points and the new technological enablers. The second half provides a practical, concise and engaging overview of their latest trends and their impact on the future of the financial services industry including numerous use cases and practical examples. The book is a must read for any professional currently working in finance, any student studying the topic or anyone curious on how the future of finance will look like.
Download or read book It Starts With Clients written by Andrew Sobel and published by John Wiley & Sons. This book was released on 2020-03-31 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
Download or read book How to Start a Home Based Gift Basket Business written by Shirley Frazier and published by Rowman & Littlefield. This book was released on 2010-07-13 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything you need to know to run a profitable gift basket business from your home.
Download or read book The Art of Selling to the Affluent written by Matt Oechsli and published by John Wiley & Sons. This book was released on 2010-12-14 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: This insightful book shows salespeople how to meet the needs of affluent clients from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers. Based on extensive research of the buying patterns and expectations of the wealthy, this step-by-step sales guide reveals the secrets of attracting and keeping wealthy clients for life, boosting sales and repeat business. The Art of Selling to the Affluent is also a crash course in the world of the wealthy, giving you the understanding you need to satisfy and retain these profitable top-dollar clients.
