Financial Product Sales

Financial Product Sales PDF Author: Richard J. Hillman
Publisher: DIANE Publishing
ISBN: 9781422305119
Category : Political Science
Languages : en
Pages : 86

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Book Description

Financial Product Sales

Financial Product Sales PDF Author: Richard J. Hillman
Publisher: DIANE Publishing
ISBN: 9781422305119
Category : Political Science
Languages : en
Pages : 86

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Book Description


Financial product sales actions needed to better protect military members : report to the Committee on Banking, Housing, and Urban Affairs, U.S. Senate.

Financial product sales actions needed to better protect military members : report to the Committee on Banking, Housing, and Urban Affairs, U.S. Senate. PDF Author:
Publisher: DIANE Publishing
ISBN: 1428932984
Category :
Languages : en
Pages : 88

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Book Description


Financial Services Sales Handbook

Financial Services Sales Handbook PDF Author: Clifton T. Warren
Publisher: Business Expert Press
ISBN: 1631574949
Category : Business & Economics
Languages : en
Pages : 157

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Book Description
Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.

A Review of the GAO Report on the Sale of Financial Products to Military Personnel

A Review of the GAO Report on the Sale of Financial Products to Military Personnel PDF Author: United States. Congress. Senate. Committee on Banking, Housing, and Urban Affairs
Publisher:
ISBN:
Category : Consumer protection
Languages : en
Pages : 96

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Book Description


22 Keys to Sales Success

22 Keys to Sales Success PDF Author: James M. Benson
Publisher: Bloomberg Press
ISBN: 9781417543953
Category : Business & Economics
Languages : en
Pages : 220

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Book Description
In the past few years, the financial industry has undergone dynamic structural changes that have deeply affected the sales process. Bruised by market volatility, today's consumer is skeptical and demands more for less. A business needs fresh approaches to sell in today's tough marketplace. Here are the 22 Keys that can help any financial professional make more money, work less, and maximize his potential. Industry leaders James Benson and Paul Karasik combine their personal experience with the shared wisdom of the masters. Each key contains proven, actionable sales guidelines, including: The four primary fears that could destroy a sale--and how to help prospects overcome themThe nine most effective strategic approaches to "target marketing" successFive guidelines for qualifying prospects more effectivelySixty-five ways to snap a sales slumpTen ways to get clients to say yesFour simple steps to generate new business with current clientsFive guidelines for overcoming objectionsSix sample scripts to make closing ratios soar Whether a company has been in business for years or is just beginning, each key will unlock a new door on the path to sales success.

Review of the GAO report on the sale of financial products to military personnel : hearing

Review of the GAO report on the sale of financial products to military personnel : hearing PDF Author:
Publisher: DIANE Publishing
ISBN: 9781422323588
Category :
Languages : en
Pages : 90

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Book Description


Financial Services Industry

Financial Services Industry PDF Author: United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Telecommunications and Finance
Publisher:
ISBN:
Category : Banks and banking
Languages : en
Pages : 820

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Book Description


Financial Services and General Government Appropriations for 2016

Financial Services and General Government Appropriations for 2016 PDF Author: United States. Congress. House. Committee on Appropriations. Subcommittee on Financial Services and General Government
Publisher:
ISBN:
Category : Administrative agencies
Languages : en
Pages : 290

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Book Description


The Regulation of Financial Planning in Australia

The Regulation of Financial Planning in Australia PDF Author: Angelique Nadia Sweetman McInnes
Publisher: Routledge
ISBN: 0429622449
Category : Business & Economics
Languages : en
Pages : 373

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Book Description
This book investigates the legitimacy of the current Australian Financial Services Licensee-Authorised Representative (AFSL-AR) licensing model, as specified in the Commonwealth Corporations Act 2001. The book rectifies the deficiency in scholarly attention to this matter by developing a new conceptualised framework for the financial planning discipline. It takes into account theories in agency, legislation, legitimacy and the independent individual regulatory regimes in other professions; thereafter integrating this framework with the financial planning theory to examine the legitimacy, or what was found to be the illegitimacy of licensing advisers via multiple third party conflicted commercially oriented licensees. This book makes a very useful reference to understanding financial planning licencing model in Australia.

Financial Services Marketing

Financial Services Marketing PDF Author: Christine Ennew
Publisher: Routledge
ISBN: 1134076029
Category : Business & Economics
Languages : en
Pages : 464

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Book Description
This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2e will help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.