The Financial Advisor's Success Manual : How to Structure and Grow Your Financial Services Practice
(2017)

Nonfiction

eBook

Provider: hoopla

Details

PUBLISHED
[United States] : AMACOM, 2017
Made available through hoopla
DESCRIPTION

1 online resource

ISBN/ISSN
9780814439142 MWT12647331, 0814439144 12647331
LANGUAGE
English
NOTES

You may have heard that financial service firms aren't traditionally designed for serious growth. Well, they were wrong! Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? The Financial Advisor's Success Manual provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, this one-stop guide will show you how to break the cycle of moderate growth by teaching you how to: - Develop a differentiation strategy - Define and implement your six core client-facing processes - Balance the cost of services with the value delivered - Enhance client loyalty - Perfect your personal marketing and sales approach - And more! You didn't start your financial services firm with a goal of modest gains. So don't settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better

Mode of access: World Wide Web

Additional Credits