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Author: Dan Richards
Publisher: Wiley
ISBN: 9780471363293
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
"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
Author: Dan Richards
Publisher: Wiley
ISBN: 9780471363293
Category : Business & Economics
Languages : en
Pages : 0
Get Book
Book Description
"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
Author: Renee Gade
Publisher: Estalontech
ISBN: 8835870844
Category : Business & Economics
Languages : en
Pages : 87
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Book Description
Getting More Clients ,Keeping More Clients Too many people focus on things like SEO, the famed article marketing, or spamming the net with their affiliate links without building a list. This is one of the most common mistakes made by beginners, because instead of building a business they are pleased about a few quick bucks, when they should be concerned with establishing a business rather making a few quick sales. List Building is difficult and since it pays off very well, there are no reasons as to why it shouldn't be. One of the most frequent arguments for why people do not build email lists is usually that list building is tough and to many an ordeal, next to impossible. The List Building Blueprint To build a significant list of subscribers in a short time you would need a high-end advertisement and an appealing, almost irresistible FREE gift to go along as an incentive for those who subscribe to it and leave you with their email. The free gift, technically is termed as a lead magnet in the world of marketing and is particularly one of the key elements of every list building process. This free gift is what help you establish a list. Although theoretically we may say that list building is pretty simple, but in practice the list building process can be quite tricky if you don’t know what your are doing and what are the end results that you are trying to achieve. Some people would even pay a fortune to get their hands on a few significantly long mailing lists and then end up realizing that only some people open the messages being sent to them and nobody buys anything easy. It is true that list building might be hard if you don’t have a very good system in place and a solid strategy to be able to produce a profit out of it. However, we come with a great news for you all of you who are interested in internet marketing.
Author: M. D. Weems
Publisher: Atlantic Publishing Company
ISBN: 1601380445
Category : Customer relations
Languages : en
Pages : 290
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Book Description
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.
Author: Jennifer J. Rose
Publisher: American Bar Association
ISBN: 159031526X
Category : Lawyers
Languages : en
Pages : 292
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Book Description
In this new, in-depth book the best and most innovative solo and small firm lawyers give you their secrets, approaches and strategies to that age-old puzzle of growing your law firm. Through this wealth of savvy advice, you'll learn how to ask for business, attract and keep clients, partner with other lawyers, build a virtual law firm, use technology in client development, brand your law firm and much more.
Author: Jay G. Foonberg
Publisher: National Academy of Law Ethics
ISBN: 9780940599024
Category : Advertising
Languages : en
Pages : 582
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Book Description
Author: Dan S. Kennedy
Publisher: Entrepreneur Press
ISBN: 1613083343
Category : Business & Economics
Languages : en
Pages : 281
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Book Description
FACT: NOTHING IS COSTLIER OR MORE DIFFICULT THAN GETTING A NEW CUSTOMER. Business owners agree. The referred customer is far superior to the one brought in by ‘cold’ advertising. Yet most business owners will invest more money to find new customers than getting referrals from current, happy customers. Millionaire maker Dan S. Kennedy and customer retention expert Shaun Buck dare you to stop chasing new customers and keep an iron cage around the ones you already have. Kennedy and Buck present a systematic approach to help you keep, cultivate, and multiply customers so that your entire business grows more valuable and sustainable, and you replace income uncertainty with reliable income through retention and referrals. Learn how to: • Apply the #1 best retention strategy (hint: it’s exclusive) • Catch customers before they leave you • Grow each customer’s value (and have more power in the marketplace) • Implement the three-step customer retention formula • Use other people’s events to get more referrals • Create your own Customer Multiplier System • Calculate the math and cost behind customer retention Discover the referral-getting, sales-increasing, battle-tested tactics designed to help you build a thriving business for the long-term.
Author: Karen Caplan Altfest
Publisher: John Wiley & Sons
ISBN: 0471408816
Category : Business & Economics
Languages : en
Pages : 241
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Book Description
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.
Author: B. Joseph Pine
Publisher: Harvard Business Press
ISBN: 142214027X
Category : Business & Economics
Languages : en
Pages : 94
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Book Description
"This classic article shows how to make mass customization and efficient and personal marketing work by putting companies and their consumers in a "learning relationship." Over time, this ongoing relationship allows your company to meet customers' changing needs, develop learning relationships with them, and retain their business forever."--Provided by publisher.
Author: Sally J. Schmidt
Publisher: ALM Publishing
ISBN: 9781588521361
Category : Law
Languages : en
Pages : 324
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Book Description
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
Author: Ed Gold
Publisher:
ISBN:
Category : Art
Languages : en
Pages : 184
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Book Description
Auth: University of Baltimore, 24 designers explain their approach to business.
