Author: Gerard Assey
Publisher: Gerard Assey
ISBN:
Category : Business & Economics
Languages : en
Pages : 204
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Book Description
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.
Author: Gerard Assey
Publisher: Gerard Assey
ISBN:
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
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.
Author: Bill Walton
Publisher: iUniverse
ISBN: 1491718390
Category : Business & Economics
Languages : en
Pages : 157
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Book Description
A financial advisor's job can be one of the most rewarding in today's economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But the recent downturn in the global economy and general skepticism regarding Wall Street has advisors working harder than ever to manage and grow their business. Every FA must sign more new clients to keep their practice viable. If you are a financial advisor who is struggling to balance all that it entails to run, market, and administer your business, then Taming the Four-Headed Dragon is the book for you. This "phenomenal" book, as one reviewer called it, is packed with proven tactics and strategies to help financial advisors be clear on who is an ideal prospect for them and arm their referral sources with relevant messaging to make these connections. Author Bill Walton provides a prospecting system that turns every conversation or meeting into a beneficial next step toward closing business. This must-have guide for all financial professionals who sell reveals how to: - set meaningful goals that pull you toward action; - profile your ideal client; - write a clear and compelling value proposition; - craft and share crisp messaging with referral sources and centers of influence; and - conduct meetings that always lead to a next step. Bill Walton's sales training programs have been adopted by Wall Street's top firms and high-profile Fortune 500 companies. Drawing on his years of experience and success from the sales forces that he serves, Bill Walton has provided an essential guide for achieving success in the ever-competitive arena of financial sales.
Author: J W Lynch
Publisher:
ISBN:
Category :
Languages : en
Pages : 144
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Book Description
The purpose of this guide is to teach you how to be the very best, top ranking financial advisor at your firm. It is specifically written for financial planners who have come to the realization that they are in a sales position and want to improve their sales process. The realization that we are salespeople hits all of us financial advisors at one point or another. To teach you how to improve your sales skills, I will take you through a detailed analysis of how to work with clients and how to more effectively manage your financial planning practice. I will teach you how to start your workday, what pre-appointment planning strategies to use, how to strategically use information from a client's account to your advantage, and how to better conduct client appointments.I will teach you how last year I sold $57 million in mutual funds and ETF purchases, $84 million professionally managed accounts and SMAs (Separately Managed Accounts), $10 million in annuities, and millions more in alternative investment strategies. I will also teach you how to overcome the dreaded client concern around fees. Additionally, I will teach you how last year I consolidated $24 million dollars through transfers of assets (TOAs) from competitors, $63 million dollars through 401k rollovers (both internal and external 401k plans), and $46 million from outside bank accounts and credit unions. I will teach you what sales skills to develop, how to better understand a client, and how to move the sales process along more efficiently. I will teach you how to have better conversations around getting client referrals. I will teach you how to beat your competition.My goal is to teach you all of the same sales skills and strategies I use in my own financial planning practice on a daily basis. I am working on these same strategies alongside you every day, and constantly working on refining and improving my own sales process. Studying the contents of this guide will help you overcome challenges you face and help you build confidence in your ability to succeed as a financial advisor. As you study this guide, you will see huge lift in all of your sales metrics. It will be worth every bit of time you take to learn and implement these changes in your daily practice!I am excited to teach you. I have experienced enormous sales success and I look forward to sharing these strategies with anyone looking to improve. I will share actual sales numbers, my compensation, and real examples of working with clients.Are you ready to boost your sales numbers and quickly increase your compensation? I will teach you how to take giant strides and rapidly advance your selling ability. Let's get started right away!
Author: Eric T. Bradlow
Publisher: McGraw Hill Professional
ISBN: 0071605150
Category : Business & Economics
Languages : en
Pages : 288
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Book Description
To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.
Author: Gerard Assey
Publisher: Gerard Assey
ISBN:
Category :
Languages : en
Pages : 0
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Book Description
'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.
Author: Paul F. Borgese
Publisher: Fear Marketing Group
ISBN: 9781886489134
Category : Business & Economics
Languages : en
Pages : 376
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Book Description
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.
Author: Jay Conrad Levinson
Publisher: Trafford Publishing
ISBN: 1412003997
Category : Business & Economics
Languages : en
Pages : 296
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Book Description
Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors. Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Inside you will find nine chapters including samples and templates to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business. 1. Build a Better Business and Marketing Plan 2. Getting New Clients from Outside Sources 3. Getting New Clients from Internal Marketing 4. Welcoming New Clients 5. Wowing Clients 6. Mastering Service for All Clients 7. Taking Your Business to the Next Level 8. Marketing Principles for Financial Advisors 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action.
Author: Rasheed Haneef
Publisher: Author House
ISBN: 1491819294
Category : Business & Economics
Languages : en
Pages : 279
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Book Description
Building a successful Advisory practice is not very complicated, but it does take a tremendous amount of energy and effort. You need to utilize proper strategies, techniques and also become relentless with consistency to succeed. What I want to instill in the newly developing advisor is a sense of ownership. This more business type mindset can be the difference between having lasting success or coming up short. I once managed a program where I was charged with developing new Advisors. I brought in an executive to speak to a class where he explained that his role was to assist them when they had their initial struggles developing and managing their business. His experience showed that many of the advisors he worked with started off strong but eventually struggled and failed to continue growing their business. After hearing this I spent several years researching this very concern. What I found was that it was very real and happened to many advisors between the 3rd and 5th years of their careers, dependent upon how fast their initial growth was. This caused me to spend a great deal of time working with advisors that had either broken through this plateau or never encountered this period at all. This book is a culmination of the strategies that have proven to provide advisors with success in managing their business. It is hard-work but needs to be consistent work. It is very tedious work but such is the risk that could provide you with your ultimate reward. You see everyone in this business starts off with the idea of wanting to be good at what they do. But it is the elite performer that puts in the effort that goes along with becoming great! I wish you all the success that this business can provide you in the future.
Author: Beverly D. Flaxington
Publisher: Ata Press
ISBN: 9780983762089
Category : Financial planners
Languages : en
Pages : 174
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Book Description
Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.
