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 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 Getting Clients Keeping Clients written by Dan Richards and published by Wiley. This book was released on 2000-04-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It is easy in the tumult of our everyday lives to ignore the client's words and needs as we struggle to promote our own interests. Easy, but dangerous. . . . Operating our business in the client's interest is the pivotal element in a successful marketing strategy. Marketing, in turn, is a mandatory investment in your business. It pays dividends immediately and in the long term. It will carry you to liftoff."-Dan Richards Achieving success as a financial adviser is no longer just a matter of aggressive salesmanship backed, hopefully, by a good track record. Today's clients are highly knowledgeable about their investment options, and they aren't shy about letting you know it. They expect you to be extremely attentive to their unique financial concerns, and they are much more likely to switch advisers if they sense they are not getting the sincere commitment they feel they deserve. That's why, in today's competitive marketplace, building a successful financial services practice is all about forging long-term relationships with clients built on attentiveness, empathy, and trust. And, as expert Dan Richards explains in this groundbreaking guide to finding and keeping clients, the key to cultivating such relationships is marketing-the art and science of defining what clients really need, and then letting them know that you can satisfy those needs, now and in the future. Drawing on his extensive experience as a consultant to many of North America's most successful financial service providers, Richards arms you with proven tools and techniques for building a steady and devoted client base. From using print, broadcast, and other media to market your services, to making the initial contact, from automating the prospecting process, to performing target marketing, he outlines an array of surefire client-getting techniques. With the help of scenarios and sample dialogues, he helps you to develop and sharpen the skills needed to build lasting relationships with clients once you've gotten them. For instance, you'll learn how to become a better listener and interpreter of client concerns, as well as simple methods for systematically gathering and effectively responding to client feedback. Dan Richards also provides a complete program for seamlessly integrating the tools and techniques described into a successful client-centered practice tailored to your unique style and professional goals. Getting Clients, Keeping Clients is a complete guide to surviving and thriving in today's increasingly competitive financial services market. A complete program for building a steady and devoted client base Getting Clients, Keeping Clients In this groundbreaking guide, expert Dan Richards explains why marketing is the key to thriving in today's more competitive financial markets. He provides you with the powerful client-centered marketing know-how, tools, and techniques to connect with today's more savvy, demanding, and value-conscious clients. Praise for Getting Clients, Keeping Clients ". . . teaches advisers how to be profitable and ethical at the same time."-Investment Executive ". . . a book most independent financial advisers will want to read."-The Financial Post ". . . many ideas in the book that will help keep existing clients while generating new business."-Research

Download or read book Keeping Clients Satisfied written by Robert W. Bly and published by . This book was released on 1993 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Getting Clients Keeping Clients written by Dan Richards and published by . This book was released on 1998 with total page 404 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Interior Design Clients written by Thomas L. Williams and published by Skyhorse Publishing Inc.. This book was released on 2010 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt: Clients are the lifeblood of any interior design firm, and a clear understanding of how to manage those clients is essential. Interior Design Clients will help entrepreneurial designers build their clientele and avoid the pitfalls that can waylay even experienced designers. Becoming a residential or commercial interior designer is not an easy undertaking, and developing strategies to gain clients' trust is the key to making client interaction as rewarding as possible. Author Tom Williams, who has run his own design firms for over thirty years, covers everything from good client, project, and time management to interview techniques and paperwork organization. Readers will find information on: marketing to clients; creating budgets; preparing presentations; client contracts and letters of agreement; ordering supplies; project management; delivery and placement; and retaining clients.

Download or read book How to Motivate and Retain Your Clients written by IDEA Health & Fitness and published by IDEA Health & Fitness Association. This book was released on 2002 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Clients for Life written by Andrew Sobel and published by Simon and Schuster. This book was released on 2001-02-21 with total page 269 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.

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 Keeping Happier Clients written by Robert W. Denney and published by . This book was released on 1991 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Business Development for Lawyers written by Sally J. Schmidt and published by ALM Publishing. This book was released on 2006 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re launching a practice or trying to expand your book of business, this new guide gives you the help you seek. From developing a reputation to developing relationships, from retaining existing clients to generating new business, Business Development for Lawyers: Strategies for Getting and Keeping Clients examines all the available techniques, providing you with the expert insights and practical tips you need to make them work for you. You’ll learn how to write for publications, make effective presentations, network, handle the media, get results from participating in conferences and social events, follow up with contacts, build relationships with referral sources, close the deal with prospective clients, and more. This new book from a leading law firm marketer and consultant is an excellent starting point for anyone developing a personal marketing plan or for the lawyer who wants to improve personal marketing and business development skills

Download or read book The New Irish Jurist and Local Government Review written by and published by . This book was released on 1902 with total page 852 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book New Irish Jurist and Local Government Review written by William John Johnston and published by . This book was released on 1902 with total page 874 pages. Available in PDF, EPUB and Kindle. Book excerpt: The discontinuance of the publication "after the issue of the 3rd prox." [i.e. November 3, 1905] is announced in no. 50 and 51 of volume 5. This copy ends with no. 51, October 27, and the Index, dated November 3, does not contain any references to pages of a later date.

Download or read book The Graphic Designer s Guide to Clients written by Ellen M. Shapiro and published by Simon and Schuster. This book was released on 2012-02-07 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here is the perfect volume for graphic designers who want real-life advice for long-term success. Renowned designer Ellen Shapiro reveals time-tested tricks of the trade-for making sure the clients you want to work with know about you, become your clients, and work with you productively. Then, in a series of one-on-one interviews, leading designers such as Milton Glaser, April Greiman, Mike Weymouth, Drew Hodges, Marc Gobé, and partners in Pentagram reveal their personal experiences and insights on how to uphold creative standards while fulfilling clients’ needs. Their advice will help you: identify what is distinct about your services; market yourself effectively; meet and court clients; learn the lingo of corporate strategy; make effective presentations; believe in the work you do and sell the work you believe in; obtain referrals from existing clients; keep clients coming back for more. CEOs and design managers from nineteen marketing- and design-savvy clients-such as Klein Bikes, The Knoll Group, Barnes & Noble, and Harvard-offer their own candid perspectives on the challenges, solutions, and triumphs of working with designers.
Whether you are courting your first clients or seeking fresh insights for achieving even greater success, you cannot afford to be without this crucial resource.

Download or read book Winning Clients in a Wired World written by Kip Gregory and published by John Wiley & Sons. This book was released on 2005-02-18 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: A valuable guide to making technology work for your business Now that the Internet bubble has burst, financial service professionals are looking for more realistic ways to use technology to their advantage. J. K. Lasser Pro Taming Technology offers easy and effective methods to do just that. This comprehensive guide puts what's available today in technology into a cohesive framework-one that offers a systematic way to think about and implement technology-to build and strengthen relationships with clients and prospects. J. K. Lasser Pro Taming Technology is a valuable resource for financial service professionals seeking clear, practical advice on using technology and the Internet to acquire and retain profitable business. This book provides readers with easy-to-use ideas and techniques to successfully incorporate technology into their business promotion.

Download or read book Fundamentals of Hand Therapy E Book written by Cynthia Cooper and published by Elsevier Health Sciences. This book was released on 2014-03-12 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt: Perfect for hand therapy specialists, hand therapy students, and any other professional who encounters clients with upper extremity issues, Fundamentals of Hand Therapy, 2nd Edition contains everything you need to make sound therapy decisions. Coverage includes hand anatomy, the evaluation process, and diagnosis-specific information. Expert tips, treatment guidelines, and case studies round out this comprehensive text designed to help you think critically about each client’s individual needs. "Overall, a very clear readable style is adopted throughout, with theory supported by various anecdotal case studies. Excellent use is made of illustrations, and many chapters contain the helpful addition of ‘clinical pearls’ or ‘tips from the field’, which are an attempt to make transparent the links between theory and practice. In conclusion, this is an excellent core text for reference purposes." Reviewed by: British Journal of Occupational Therapy Date: Aug 2014 Clinical Pearls and Precautions highlight relevant information learned by the experienced author and contributors that you can apply to clinical practice. Case examples included in the diagnoses chapters in Part Three demonstrate the use of clinical reasoning and a humanistic approach in treating the client. Diagnosis-specific information in the final section of the book is well-organized to give you quick access to the information you need. Special features sections such as Questions to Discuss with the Physician, What to Say to Clients, Tips from the Field, and more help readers find their own clinical voices. Online sample exercises give you a pool to pull from during professional practice. NEW! Chapters on yoga and pilates provide guidance into new ways to treat upper extremity problems. NEW! Chapter on wound care gives you a thorough foundation on how wounds impact therapeutic outcomes. NEW! Chapter on orthotics has been added to cover basic splinting patterns. NEW! Online resources help assess your understanding and retention of the material.

Download or read book Problem and Pathological Gambling written by James P Whelan and published by Hogrefe Publishing GmbH. This book was released on 2007-01-01 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over the past 30 years there has been a dramatic increase in the availability of convenient and legal gambling opportunities. Accompanying this proliferation of gambling is a growing understanding that between 5% and 9% of adults experience significant to severe problems due to their gambling activities. These problems have become a real health concern, with substantial costs to individuals, families, and communities. The objective of this book is to provide the clinician – or graduate student – with essential information about problem and pathological gambling. After placing this behavioral addiction and its co-occurring difficulties in perspective, by describing its proliferation, the associated costs, and diagnostic criteria and definitions, the authors present detailed information on a strategy to assess and treat gambling problems in an outpatient setting.