Download or read book Seminar Marketing Sales Training Techniques for the Financial Professional written by Frank Eberhart and published by iUniverse. This book was released on 2006-02-23 with total page 75 pages. Available in PDF, EPUB and Kindle. Book excerpt: As the financial industry evolves, industry professionals must adapt to new approaches and ideas to survive, grow, and prosper. It has become increasingly difficult to maintain a current client base, let alone attract new clients with an investment environment that moves faster than a stock trade. The prospecting market is changing, becoming more challenging and risky, with consumer rights protection such as the "do not call" lists, with their hefty fines and new compliance requirements. The simplistic and commonsense approach is gone-instead, we have developed a "brokerese" language that sometimes those in the industry don't even understand. In the business guide Seminar Marketing & Sales Training Techniques for the Financial Professional, author Frank James Eberhart, CEP, RFC, explains his agenda for successfully gaining new clientele: Generate seminar attendance How to get results from your seminars How to increase your revenue How to prepare effective PowerPoint presentations How to develop your sales and closing skills Eberhart uses a simple, straightforward approach that translates into effective seminars that obtain-and keep-new clients. So make the most of it-be prepared, be professional, and be effective!

Download or read book Seminar Selling written by Paul Karasik and published by McGraw Hill Professional. This book was released on 1995 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Seminar selling is the most cost-effective technique for marketing financial products and services. Research has shown that face-to-face sales calls are very expensive, and telemarketing is both time consuming and overused. This comprehensive guide for the financial services professional demonstrates how to conduct profitable seminars.

Download or read book Selling Skills for Financial Advisors written by Gerard Assey and published by Gerard Assey. This book was released on 2023-09-01 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, "Selling Skills for Financial Advisors" empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence.

Download or read book Financial Advisors Sales Training written by Gerard Assey and published by Gerard Assey. This book was released on 2023-07-24 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: ‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion.

Download or read book Successful Seminar Selling for Financial Advisers written by Philip Calvert and published by . This book was released on 2019-10-18 with total page 358 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you an IFA, financial adviser, wealth manager or financial planning professional looking to attract high quality new clients through seminars, workshops and events - but don't know where to start? Successful Seminar Selling for Financial Advisers is the blueprint for Financial Planners, Wealth Managers, Mortgage Brokers, RIAs, IFAs and professional Financial Advisers who are looking to attract profitable new leads and clients from seminars, workshops, client events and live marketing opportunities. This practical and comprehensive book reveals the secrets of how IFA, financial advice and financial planning businesses can dramatically increase profits by hosting their own seminars, workshops, live demonstrations and networking events. When you get your copy today, you'll discover: Why seminars and workshops are key to substantial growth for small financial adviser businesses How to plan, promote and market your events using both traditional marketing and exciting new digital marketing and social media techniques How to find hundreds of new prospects and achieve conversion rates at your seminars and live marketing events approaching 100 per cent. We reveal step-by-step how one financial adviser in the UK regularly got conversion rates at his seminars near 100 per cent How to niche your seminars to achieve the highest levels of attendance and profitability How and when to charge for your seminars How to present and get your message across with clarity, confidence and conviction Proven presentation skills and techniques for financial adviser seminar hosts How to build instant rapport with your seminar delegates How to create significant new income streams from your seminars and events through eBooks and digital products ....and much, much more - including a special chapter looking behind the scenes of a financial adviser's client seminar from the perspective of a mystery seminar shopper. It's a real eye-opener... Packed with real-life examples of how financial advisor businesses can benefit from hosting their own seminars and promotional events, this book both informs, educates and inspires. If you are a financial planning professional looking to read just one sales and marketing book this year, make it this one! Order your copy now...

Download or read book Smart Calling written by Art Sobczak and published by John Wiley & Sons. This book was released on 2010-03-04 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for SMART CALLING "Finally, a sales book that makes sense! As a master sales trainer, Art nailed—no, obliterated—the number one fear of selling in this great book: cold calling! Let him teach you to stop cold calling and start Smart Calling!"—LARRY WINGET, television personality and New York Times bestselling author "Smart Calling is the benchmark as the highest professional standard for effective cold calling. Take the initiative to read and implement Art's rational principles and you will sell much more and develop a prospect base of potential customers who will call you when they are ready to purchase or graciously take your future calls. This is THE BEST sales text I have read in the past twenty years."—REX CASWELL, PhD, VP, LexisNexis Telephone Sales "You get only one chance to make the right impression in sales. If a top prospect gets a hundred calls a week, you want to be the one he remembers and buys from. Art's proven methods create a unique brand for you and position your offering as the best option. Art's advice isn't just smart, it's priceless."—BOB SILVY, VP, Corporate Marketing, American City Business Journals "Smart Calling effectively enables inside sales reps and organizations to accomplish a top priority—acquiring new customers. Art's pragmatic and actionable techniques will increase productivity, success, and professional satisfaction."—BILL McALISTER, SVP, Inside Sales, McAfee "A must-read, must-own book for anyone who wants to increase their sales right away with less effort and more fun. I'm so sure this book is a winner for anyone who needs to call prospects that I'll personally assure you that your results will increase noticeably after reading it, or I'll send you your money back."—MIKE FAITH, CEO & President, Headsets.com, Inc. "If you need to make a first call to anyone, for whatever reason, this book is for you. More than common sense, it's a real-world, no-fluff, simple approach that anyone can use to be successful."—DARCI MAENPA, President, West Coast Chapter, American Teleservices Association; Director, Member Support, Toastmasters International

Download or read book The Ultimate Seminar Program for the Financial Advisor written by Adri Miller-Heckman and published by AuthorHouse. This book was released on 2006-05-10 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: While most advisors recognize the impact and marketing value of seminars, they struggle to find a reliable formula that will convert their seminar efforts into new business. Adri Miller-Heckman has that formula. Adri not only built her business strictly through seminars, she has taught thousands of Financial Advisors how to implement a seminar program that works. In her book Adri walks you through 10 steps to a program that will produce the results you want. Isn't it time you received the training you need to make your seminar program work

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 Franchise Opportunities Handbook written by and published by . This book was released on 1994 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a directory of companies that grant franchises with detailed information for each listed franchise.

Download or read book Franchise Opportunities Handbook written by United States. Domestic and International Business Administration and published by . This book was released on 1982 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a directory of companies that grant franchises with detailed information for each listed franchise.

Download or read book Ninja Selling written by Larry Kendall and published by Greenleaf Book Group. This book was released on 2017-01-03 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2018 Axiom Business Book Award Winner, Gold Medal Stop Selling! Start Solving! In Ninja Selling, author Larry Kendall transforms the way readers think about selling. He points out the problems with traditional selling methods and instead offers a science-based selling system that gives predictable results regardless of personality type. Ninja Selling teaches readers how to shift their approach from chasing clients to attracting clients. Readers will learn how to stop selling and start solving by asking the right questions and listening to their clients. ​Ninja Selling is an invaluable step-by-step guide that shows readers how to be more effective in their sales careers and increase their income-per-hour, so that they can lead full lives. Ninja Selling is both a sales platform and a path to personal mastery and life purpose. Followers of the Ninja Selling system say it not only improved their business and their client relationships; it also improved the quality of their lives.

Download or read book Franchise Opportunities Handbook written by United States. International Trade Administration and published by . This book was released on 1988 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Training and Development Organizations Directory written by Janice W. McLean and published by Gale Cengage. This book was released on 1994 with total page 952 pages. Available in PDF, EPUB and Kindle. Book excerpt: This reference is a guide to more than 2500 companies that produce more than 12,000 workshops, seminars, videos and other training programmes that enhance skills and personal development.

Download or read book Sales Training Advantage for Results written by Gerard Assey and published by Gerard Assey. This book was released on 2022-02-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: ‘Sales Training Advantage for Results’ is a uniquely designed system to transform one into a STAR Sales Consultant by helping them, discover the secrets that drive the top world's sales professionals. It is designed to help the individual or the team create the habits and lasting changes, by enabling them replace current unacceptable patterns that are costing their company sales with new ones that will eventually help them achieve their sales goals faster and more consistently. As budgets continue to shrink and the competition continues to increase, mastering the sales process the ‘professional way’ is a vital part of survival. People no longer buy a product or a service for its features; customers now want to know how that product or service will benefit them before they make a purchasing decision. To be successful in this environment, salespeople must be adept at both uncovering customer needs and demonstrating how they can fulfill those needs. Establishing value does not start with a prepared presentation, but with a search for the customer’s real needs. Customers care more about solving their problems and meeting their objectives than they do about the range of services the Sales Person and his company has to offer. ‘Sales Training Advantage for Results’ will provide a very structured, formatted & step by step approach to help ‘win & keep customers for life’! No gimmicks, no jargon, just emphasis on relationship building to enable you gain market advantage & get you results- a course on 100% building value & long lasting partnerships with customers! A must for anyone in Sales-right from the front-line to the CEO! Praises, Raves & Reviews “Gerard is an absolute STAR salesperson with huge doses of each of the attributes mentioned in this book. This amazingly structured book he has put together, with his long years of experience both on field as a sales professional, and as a coach & mentor for several sharp minds across the world will bring out the best in you. If you have bought this book, let me assure you, that it has all there is to learn about consultative selling! Just go get that sale!!!” Radhika Shastry (Former Managing Director), RCI-South Asia “Gerard Assey takes the sales person on a compelling journey in mastering the art of selling and salesmanship ...a must read for anyone aspiring to become a successful business executive” Mike Selvarajah, International Business Executive & Associate Director, BELL CANADA “Sales people like to learn from sales people & it's also a fact that there is none better to enlighten you on systems of achieving sales than Gerard Assey. He is providing value to MRF through training our sales force for 10+ years and the results speak for themselves. This book would serve as a ready reckoner to achieve excellence in selling through adopting the systems described by Gerard" V. Chacko Jacob, Assistant Manager-Learning & Development, MRF Ltd. "Gerard, once again, your book is brilliant! I especially value and recommend to all Sales Managers & Company Owners willing to improve their company performances, your straight-forward and common-sense approach towards Sales Management.” Renaud Guttinger, General Manager, JCL LOGISTICS INDONESIA

Download or read book Franchise Company Data for Equal Opportunity in Business written by and published by . This book was released on 1967 with total page 588 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Franchise Company Data for Equal Opportunity in Business written by United States. Bureau of Domestic Commerce and published by . This book was released on 1970 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Career Opportunities in Banking Finance and Insurance Second Edition written by Thomas Fitch and published by Infobase Publishing. This book was released on 2007 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Profiles current industry trends and salaries and career profiles include Insurance account executive, banking customer service representative, financial analyst, tax preparer and more.