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Author: Duncan MacPherson
Publisher:
ISBN: 9780968440186
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.
Author: Duncan MacPherson
Publisher:
ISBN: 9780968440186
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.
Author: Steve Wilmer
Publisher:
ISBN: 9781532376733
Category :
Languages : en
Pages :
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Book Description
Author: Henry De Sio
Publisher: Hachette UK
ISBN: 152933022X
Category : Business & Economics
Languages : en
Pages : 278
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Book Description
Our one-leader-at-a-time past has given way to a present reality where everyone has the potential to lead in every aspect of life. We all have at our fingertips the tools of change that were once available to just a few - and The shift from one-leader-at-a-time to everyone-leading-in-every-moment has created a changemaker effect on society. Change is no longer linear and faster, it's explosive and omnidirectional. THE CHANGEMAKER PLAYBOOK will show you how to thrive in every aspect of today's transformed societal landscape. A tutorial on the principles of empathy-based ethics and co-creative teamwork, THE CHANGEMAKER PLAYBOOK is as much a leadership handbook as it is a guide to personal achievement. Based on the author's discoveries about leading in change from front-edge thinkers - business and social entrepreneurs, educators, media thought leaders and youth changemakers - who distinguish themselves by putting their bold ideas and entrepreneurial capacities to work for the good of all, readers can apply the principles in this bookto every aspect of their lives. This book is less about getting ahead and more about getting along - because in the world we have entered, this is the central principle underlying the new success formula.
Author: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
ISBN: 0814414729
Category : Business & Economics
Languages : en
Pages : 290
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Book Description
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
Author: David J. Mullen (Jr.)
Publisher: Amacom
ISBN: 0814431739
Category : Business & Economics
Languages : en
Pages : 354
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Book Description
Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.
Author: Benjamin James
Publisher:
ISBN: 9781735377704
Category :
Languages : en
Pages :
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Book Description
Author: Joe Valley
Publisher: Lioncrest Publishing
ISBN: 9781544522227
Category :
Languages : en
Pages : 304
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Book Description
"The EXITpreneur's Playbook is the ultimate guide to selling an online business. We all need to transition our businesses someday, and those that learn from this book will have a smoother experience, an improved deal structure, and a stronger bank account." -Walker Deibel, bestselling author of Buy Then Build Most people start an online business for the freedom, autonomy, and money that come with entrepreneurship-but what they often find instead is the feeling that they're running on a hamster wheel and can't jump off. If you were looking to exit your business, would you know how? Do you know what your business is truly worth? This book will shift your mindset from entrepreneur to EXITpreneur. After all, the majority of all the money you'll ever make from your business comes on the day you sell-so it's important to get the exit right. In The EXITpreneur's Playbook, Joe Valley shares his experience in all facets of exiting an online business through direct experiences and real-life examples, with clear math and logic. You'll learn to: ● Assess the value of your business and reverse engineer a path to an incredible exit ● Avoid the "ignorance discount" when selling a business on your own ● Negotiate favorable deal terms and conditions ● Calculate the all-important seller's discretionary earnings ● Create rock-solid pillars every buyer wants The EXITpreneur's Playbook is the definitive guide to achieving your own incredible exit, at the right time and value, and with the best deal structure that allows you to move on to your next adventure-with not just money in the bank, but satisfaction and peace of mind.
Author: John Christianson
Publisher: Praeger
ISBN: 1440867860
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
An advisor to many of today's most successful wealth creators explains how to align your values with your wealth, including the ways in which it is earned, managed, and spent, to maximize both wealth and personal fulfillment. Money is something most people fantasize about: if only financial independence became a reality, then life would be easier and more fulfilling. Wealth creators soon discover that while money provides incredible opportunities, it can also bring unexpected consequences: isolation, relationship challenges, and a lack of purpose that are often by-products of achieving financial success. Wealth is a gift that involves practical, psychological, and spiritual stewardship. Wealth creators desperately need advice they can trust to maximize, not just manage, the gift of wealth. Drawing on wisdom from John Christianson's 25 years of experience advising some of the most successful wealth creators in the country, this book explores money emotional intelligence, roadblocks around money and relationships, kids and money, generosity, identity, and aligning your values with your money. The Wealth Creator's Playbook is the go-to guide for individuals who are chasing financial success and the richness of a deeply fulfilling life.
Author: Matthew Jarvis
Publisher: Perfect Ria, LLC
ISBN:
Category :
Languages : en
Pages : 0
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Book Description
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.
Author: Mark Simpson
Publisher:
ISBN: 9781913284305
Category :
Languages : en
Pages : 224
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Book Description
Get direct bookings for your Short Term Rental properties using powerful insights from one of the Top 20 Most Influential People in the Vacation Rental Industry - Keep reading! Are you a rental property owner who can seem to get direct booking without relying on big-name platforms? Are you tired of giving up a hefty percentage of your earnings to these said platforms? Are you looking for a way to boost your direct bookings and get the full-sum profits you deserve? You're not alone. When Mark Simpson - renowned author, award-winning mentor, and proud Boostly founder - was tasked to take his family's short-stay accommodation business online, he was quite grateful for websites like Booking Holidays, Expedia Group, and Airbnb. But when he realised that business owners are just a number to them, he learned to pivot... and his family's business thrived. In "The Book Direct Playbook", Mark poured all his experience, learnings, insights, (and the odd soccer reference), to help property owners around the world finally regain control and turn their business into the champion of direct bookings. Using this powerful guide, you will: Find and attract your ideal guest using a step-by-step, targeted approach to creating a customer avatar, identifying your ideal guest, and scoring big with every single one Structure your business and implement the best systems, including optimized mobile-friendly websites, customer management systems, and lead generation tools Learn Mark's secret sauce to leveraging social media, with insights from his company Boostly - a recipient of the Best Use of Social Media 2020 award at The Shortyz Deep dive into the easiest ways that business owners like you can convert an online travel agency booking into a direct one And so much more!
