Download or read book Seminars for the Financial Advisor written by Adri Miller-Heckman and published by Vervante. This book was released on 2009-06 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Seminar industry veteran Miller-Heckman reveals her step-by-step process for creating events that produce results and convert attendees into satisfied clients.

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 The Keys to the Ladies Room written by Adri Miller-Heckman and published by AuthorHouse. This book was released on 2012-12 with total page 189 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Keys to your future success! Women are a goldmine of opportunity for any financial advisor looking to accelerate business growth. The key is knowing what women want and how to apply that knowledge to attract more female clients and generate more referrals. This book is your personal roadmap to making that shift. With the Keys to the Ladies Room you will discover how easy it can be to: • Understand the difference in how men and women relate to money – and convert that knowledge to create a more purpose driven business model. • Develop your personal story which inspires more trust and confidence with both prospects and clients faster • Share what you do in a way that leaves the listener sitting up and craving for more. • Incorporate a more purpose driven process that engages both clients and prospects simultaneously, uncovering more assets and opportunities. • Articulate your true value as a financial advisor (and it's not what you think!)that wins you the big business With time-tested scripts and practical, step-by-step guidance from a former Smith Barney National Training Officer, this book promises to transform your marketing and accelerate business growth by attracting more women clients and creating more loyal raving fans. "This book is destined to start a new revolution in the financial services industry. Adri has artfully combined the strengths of women with the experience and wisdom of men to create a new, refreshing business model for financial advisors. She speaks directly to what advisors need – and what clients want. This is a must-read for any financial professional looking to create a deeply meaningful and highly profitable advisory practice." Barbara Stanny, Bestselling author of Prince Charming Isn't Coming, Overcoming Underearning, and Secrets of Six-Figure Women

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 The Excellence in Financial Planning Seminar written by Reedlogic Staff and published by Execsense. This book was released on 2006-03-01 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Excellence in Financial Planning Seminar features six speeches totaling more than three hours and 100 pages of authoritative, insiders perspectives on the best practices of financial planners who have handled hundreds of portfolios on behalf of their clients. Featuring financial advisors who have represented clients in various financial positions and have played a strong role in advising management teams, this seminar provides a broad yet comprehensive overview of specific strategies that every financial advisor needs to know about the roles and motivations of the players in such a transaction. Each speaker discusses their personal strategies for working with clients and providing the best value possible in both the audio CD and book of speeches. Also included is an interactive workbook with key questions and action points for creating strategies and financial models based on what is discussed in the seminar. The seminar features speeches by: 1. Gilbert Baker, Founder, The AFP Group Thinking Outside the Finance Box; 2. John A. Black, Senior Investment Specialist, Northwestern Mutual Financial Network Client Relationships and the Implementation of Plans; 3. Bradley Bofford, Partner, Financial Principles LLP The Process of Focusing on the Client; 4. Vicki Brackens, MetDESK Specialist, MetLife Financial Services Engaging Clients; 5. Thomas M. Cerney, MetDESK Specialist, MetLife Financial Services Walking the Client Though Their Financial Goals;6. Wayne von Borstel, President and Founder, Oregon Trail Financial Services Creating Peace of Financial Mind.The seminar includes a CD (with the audio of the live speeches), book, Seminar Padfolio and interactive workbook. In this seminar, you will learn answers to questions such as the following, and many more: 1. What are the major goals that youre most often trying to help clients achieve (retirement, education costs, vacation home, etc.)? 2. Walk me through the financial implications of what you do for your clients and explain how what you do for them can add direct value;3. How do you decide the best way to charge clients? Walk me through the financials? 4. How do you judge success when working with a client? 5. What is the best piece of financial advice you have ever received with respect to working with clients? 6. What are the biggest mistakes that clients often make that get them into trouble with respect to their finances? 7. What is your strategy for dealing with change in the markets? 8. How do you keep clients assets in the right spots based on various types of market fluctuation? 9. What do you do to stay on top of your knowledge and keep your edge? 10. How do you go about being innovative in your profession? 11. How has being a financial advisor changed over the past 5 or 10 years and what are some of the major issues that have transpired? 12. What do you see as being the major changes over the next 5 or 10 years? 13. What are the three golden rules of being a successful financial advisor? 14. What is the advice you find yourself most often telling other people?

Download or read book Secrets of a Successful Seminar written by Jobie Summer and published by . This book was released on 2008-10-10 with total page 34 pages. Available in PDF, EPUB and Kindle. Book excerpt: This manual outlines every step of the way to a successful seminar: Marketing and Planning the seminar, Setting Up and Conducting the Seminar and Following Up to ensure prospects show up for their appointments.

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 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 Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.

Download or read book The One Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

Download or read book Financial Planner s Seminar Kit written by James H. Wilson and published by Longman Financial Service. This book was released on 1985 with total page 123 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.

Download or read book Unlimited Selling Power written by Donald Moine and published by Penguin. This book was released on 1990-03-01 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides salespeople with information on hypnotic techniques and how to use them in sales presentations and script books to win the customer's trust and make sales.

Download or read book Advice That Sticks written by Moira Somers and published by Practical Inspiration Publishing. This book was released on 2018-02-28 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.

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 The Art of Money written by Bari Tessler and published by National Geographic Books. This book was released on 2016-06-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn everything you need to know about money management with this approachable guide to tackling financial fears and challenges with confidence, mindfulness, and self-compassion Is one of the most challenging relationships in your life the one you have with your money? Do you talk about everything, except finances? Do you make shopping decisions based on your emotions, rather than your budget or big-picture goals? Bari Tessler is here to help! This is the book your money–savvy best friend, therapist, and accountant would write if they could. It’s the book about money for people who don’t even want to think about money, until the arrival of that inevitable day when we all realize we must come to terms with this thing called money. Everyone has pain and challenges, strengths and dreams about money, and many of us mix profound shame into that relationship. In The Art of Money, Bari Tessler offers an integrative approach that creates the real possibility of “money healing,” using our relationship with money as a gateway to self–awareness and a training ground for compassion, confidence, and self–worth. Tessler’s gentle techniques weave together emotional depth, big picture visioning, and refreshingly accessible, nitty–gritty money practices that will help anyone transform their relationship with money and, in so doing, transform their life. As Bari writes, “When we dare to speak the truth about money, amazing healing begins.”

Download or read book Clever Girl Finance written by Bola Sokunbi and published by John Wiley & Sons. This book was released on 2019-06-25 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take charge of your finances and achieve financial independence – the Clever Girl way Join the ranks of thousands of smart and savvy women who have turned to money expert and author Bola Sokunbi for guidance on ditching debt, saving money, and building real wealth. Sokunbi, the force behind the hugely popular Clever Girl Finance website, draws on her personal money mistakes and financial redemption to educate and empower a new generation of women on their journey to financial freedom. Lighthearted and accessible, Clever Girl Finance encourages women to talk about money and financial wellness and shows them how to navigate their own murky financial waters and come out afloat on the other side. Monitor your expenses, build a budget, and stick with it Make the most of a modest salary and still have money to spare Keep your credit in check and clean up credit card chaos Start and succeed at your side hustle Build a nest egg and invest in your future Transform your money mindset and be accountable for your financial well-being Feel the power of real-world stories from other “clever girls” Put yourself on the path to financial success with the valuable lessons learned from Clever Girl Finance.