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Author: Shawn Sparks
Publisher:
ISBN: 9780997964011
Category :
Languages : en
Pages :
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Book Description
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include: Key methods of Marketing so you can attract the right people, and repel the wrong ones How to gain highly qualified and profitable referrals from your ideal clients A 6 point sales process that insures you will get the right prospects to become clients How to build an incredible team to help you scale your business to the highest level Learn about the Advisor curse and how to overcome it so you can get more done in less time The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire and allows you to reach your full potential.
Author: Shawn Sparks
Publisher:
ISBN: 9780997964011
Category :
Languages : en
Pages :
Get Book
Book Description
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include: Key methods of Marketing so you can attract the right people, and repel the wrong ones How to gain highly qualified and profitable referrals from your ideal clients A 6 point sales process that insures you will get the right prospects to become clients How to build an incredible team to help you scale your business to the highest level Learn about the Advisor curse and how to overcome it so you can get more done in less time The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire and allows you to reach your full potential.
Author: Shawn Sparks
Publisher:
ISBN:
Category :
Languages : en
Pages : 0
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Book Description
Author: Andrew Sobel
Publisher: Simon and Schuster
ISBN: 0743215095
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.
Author: Duncan MacPherson
Publisher: John Wiley & Sons
ISBN: 0470739975
Category : Business & Economics
Languages : en
Pages : 211
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Book Description
Increase Profits, Be more Organized, attract a Higher Quality & Quantity of Referrals, Run Your Business so That It Doesn't Run You, Take Your Business to the Next Level... With Breakthrough Business Development! Breakthrough Business Development shows you how to attract and keep great clients, while running a profitable and efficient business. It helps every knowledge-for-profit professional to maximize your most valuable client relationships, and to develop a personalized business development plan to mine the untapped potential in your business. Praise for the Pareto System, Featured in Breakthrough Business Development. "I am just beside myself on the results gathered so far from instituting the Pareto System. I use an agenda for meetings now and have formulated a standard package given to new clients. Already I have sent out twenty thank-you cards to new referrals. I even got a referral from a referral if that makes sense. Some clients didn't know that I was still expanding my business. I am also finding advocates that I didn't classify as such. Opening twenty accounts in this short time span is amazing but already I have another ten leads in the pipeline. You guys were right, it does work." "We have been building client relationships for 45 years... Pareto Systems successfully helped us to pause and then guided us through the process of defining the appropriate business structure and systems which will strengthen and enhance our best client relationships. We are now focusing on a comprehensive, systematized program for select clients. The results have been amazing-client satisfaction is way up and so are revenues."
Author: Qian YuMo
Publisher: Funstory
ISBN: 1649912536
Category : Fiction
Languages : en
Pages : 511
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Book Description
The era of the fall of an immortal god, the gloomy life of the Divine Emperor. A youth suddenly revived after tens of thousands of years ... A path cut through the endless abyss. Hot blood and passion seemed to surge with rage. Stepping on the battlefield, his blood splattered everywhere. The battle melody was the enemy of the entire world! Time quickly passed by. Han Feng wrote the path of the Immortal God, killed the Divine Emperor, destroyed the saints, leaped to the heavens ...
Author: Virginia N. Gordon
Publisher: John Wiley & Sons
ISBN: 1118045513
Category : Education
Languages : en
Pages : 614
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Book Description
One of the challenges in higher education is helping students to achieve academic success while ensuring their personal and vocational needs are fulfilled. In this updated edition more than thirty experts offer their knowledge in what has become the most comprehensive, classic reference on academic advising. They explore the critical aspects of academic advising and provide insights for full-time advisors, counselors, and those who oversee student advising or have daily contact with advisors and students. New chapters on advising administration and collaboration with other campus services A new section on perspectives on advising including those of CEOs, CAOs (chief academic officers), and CSAOs (chief student affairs officers) More emphasis on two-year colleges and the importance of research to the future of academic advising New case studies demonstrate how advising practices have been put to use.
Author: Gary Schwartz
Publisher:
ISBN: 9780692229187
Category :
Languages : en
Pages :
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Book Description
Many mid-career advisors with $300,000 to $400,000 practices have the infrastructure, skills, and experience to double their revenue by making simple but powerful changes in their mindset and client-service model. In Practice on Purpose, three senior executives in the largest independently owned financial services firm in the world reveal proven strategies for conquering performance plateaus. The authors describe practical steps advisors can take to build a Practice on Purpose--a practice built around the advisor's personal purpose and in an intentional way, on purpose. Advisors will learn how to create an exceptional client experience, charge appropriately for financial advice, and design a practice that ultimately can be sold for a profit. The authors make a compelling case for building ongoing financial advice relationships with clients. This model benefits clients and advisors alike because it aligns them in a fiduciary relationship. Many countries worldwide are imposing the fiduciary standard through legislation and regulation of the advisor-client relationship. In some cases, advisors are not permitted to be paid product commissions, and their entire compensation is from financial advice. This book is intended to prepare advisors for that possibility wherever they practice and wherever the fiduciary standard is required or preferred. An encore chapter for those who coach and lead advisors offers tips for guiding advisors toward the Holy Grail in the insurance and financial services industry: the $1 million Practice on Purpose.
Author: David Nurse
Publisher: John Wiley & Sons
ISBN: 111985394X
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Deliver innovative results like clockwork with this repeatable formula for creativity-on-demand Have you ever sat down at your desk with an impossible deadline or an insurmountable obstacle staring you directly in the face and an expectation that you’ll come up with a groundbreaking idea and solution? In Breakthrough, you’ll find a powerful framework for bringing innovation and creativity to the surface not just once, but on a regular, daily basis. In Breakthrough, bestselling author, acclaimed speaker, and life optimization coach David Nurse provides an actionable and clearly organized structure for maximizing your breakthrough ideas. Breakthrough outlines easy-to-follow steps for outperforming your potential: An accessible blueprint—backed by scientific data and years of case studies with the top athletes, entrepreneurial minds, and leaders throughout the world—to unlocking your creative potential Conclusive proof that busts the myths of the lone genius, unpredictable ‘a-ha’ lightbulb moments, and little happy accidents Ways to promote an environment and mindset in which groundbreaking new ideas can flow and occur naturally and seamlessly based on a repeatable formula A must-read for any athlete, manager, executive, or parent tasked with delivering dynamic results in a flash, Breakthrough also belongs on the bookshelves of product design professionals, marketers, and other creative types who seek to consistently exceed expectations. Breakthrough is not about going from good to great; it’s about going from great to outstanding!
Author: Chuck Dukas
Publisher:
ISBN: 9781119201694
Category : Investment analysis
Languages : en
Pages : 198
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Book Description
Author: Justin Donald
Publisher: Sristhi Publishers & Distributors
ISBN: 9390441358
Category : Self-Help
Languages : en
Pages : 280
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Book Description
We all want to make more money, that too with minimum effort and without too much hassle. Ever wondered what life would be like if we had a simple, proven system to create cash flow and generate real wealth with little risk or complexity? This book helps you: • Manage your finances better, by directing you to a well-structured plan • Reduce investment-related risks • Create a sturdy cash flow • Streamline passive cash flow to multiply your wealth Get set to live life on your own terms, and fulfil all that you aimed to achieve. "Warren Buffett of Lifestyle Investing." – Entrepreneur Magazine
