The Advisor Playbook PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download The Advisor Playbook PDF full book. Access full book title The Advisor Playbook by Duncan MacPherson. Download full books in PDF and EPUB format.
Author: Duncan MacPherson
Publisher:
ISBN: 9780968440186
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
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
Get Book Here
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: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
ISBN: 0814414729
Category : Business & Economics
Languages : en
Pages : 290
Get Book Here
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: Steve Wilmer
Publisher:
ISBN: 9781532376733
Category :
Languages : en
Pages :
Get Book Here
Book Description
Author: Henry De Sio
Publisher: Nicholas Brealey
ISBN: 1529355826
Category : Business & Economics
Languages : en
Pages : 292
Get Book Here
Book Description
Silver Award Winner in Business Ethics, 2022 Axiom Business Book Awards “The game has changed, so how do you respond? Changemaker Playbook offers a new game plan on leaderships that everyone needs for a world in which change is the only constant.”--Pete Souza, #1 New York Times bestselling author “Changemaker Playbook is filled with stories of everyday changemakers who have the courage to act on their empathy. This book is a true blueprint for how we rise above our differences, come together, and fix real problems.” --Van Jones, CNN political contributor, host of The Van Jones Show, and best-selling author The Game Has Changed! What would you do if the game you had been preparing for your whole life had changed? This is the question we all face today. 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 only a few. This 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—and we are the first generation to navigate this reordered reality. Our iEverything world requires a new playbook. CHANGEMAKER PLAYBOOK will show you how to thrive in every aspect of today's transformed societal landscape. Based on the author’s discoveries about leading in change from some of the world’s leading changemakers — business and social entrepreneurs, educators, media thought leaders, and youth innovators — readers can apply the principles in this book to the new everyone-a-changemaker world. An unforgettable tutorial on the principles of empathy-based ethics, co-creative teamwork, and the ins and outs of the new game, CHANGEMAKER PLAYBOOK is as much a new leadership handbook as it is the definitive individual and organizational achievement playbook. This is the new playbook for the new game.
Author: Robert D. Knapp
Publisher: John Wiley & Sons
ISBN: 1118039505
Category : Business & Economics
Languages : en
Pages : 166
Get Book Here
Book Description
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
Author: Duncan MacPherson
Publisher: Wiley
ISBN: 9780470840962
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
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: John Christianson
Publisher: Bloomsbury Publishing USA
ISBN:
Category : Business & Economics
Languages : en
Pages : 187
Get Book Here
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: Al Depman
Publisher: McGraw Hill Professional
ISBN: 007162158X
Category : Business & Economics
Languages : en
Pages : 353
Get Book Here
Book Description
Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a. “The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members. Depman guides you through the process of forming a sound plan for your financial services business, including how to: Create a team of advocates in marketing and administration Build a sophisticated referral process Develop sales and casedevelopment systems Write a best-practices operations manual Maximize new technology to streamline operations Put a succession plan in place Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work. Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.
Author: Daniel Coyle
Publisher: Bantam
ISBN: 0525620745
Category : Business & Economics
Languages : en
Pages : 256
Get Book Here
Book Description
The ultimate handbook for fostering and cultivating a strong team culture, from the New York Times bestselling author of The Culture Code and The Talent Code. “If you are a leader—or if you work with one—and want to understand how to build psychological safety, trust, and a sense of purpose for your team, then you need this book.”—Charles Duhigg, author of The Power of Habit Building a team has never been harder than it is right now. How do you create connection and trust? How do you stay focused on your goals? In his years studying the ways successful groups work together, Daniel Coyle has spent time with elite teams around the world, observing the ways they support each other, manage conflict, and move toward a common goal. In The Culture Playbook, he distills everything he has learned into sixty concrete, actionable tips and exercises that will help your team build a cohesive, positive culture. Great cultures, Coyle has found, are built on three essential skills: safety, vulnerability, and purpose. Within this framework, he shows us how we can better serve our teammates, ourselves, and our shared purpose, including: • scheduling regular team “tune-ups” to place an explicit spotlight on the team’s inner workings and create conversations that surface and improve team dynamics • creating spaces for remote coworkers to connect with their colleagues to foster a team spirit even across distances • holding an anxiety party to serve as a pressure-relief valve, as well as a platform for people to connect and solve problems together With reflections, exercises, and practical tips that will prove invaluable to companies, athletes, and families alike, and replete with black-and-white illustrations, The Culture Playbook is an indispensable guide to ensuring that your team performs at its best.
Author: Scott Stratten
Publisher: John Wiley & Sons
ISBN: 1119417015
Category : Business & Economics
Languages : en
Pages : 325
Get Book Here
Book Description
UnBranding breaks through the noise of disruption. We live in a transformative time. The digital age has given us unlimited access to information and affected all our traditional business relationships – from how we hire and manage, to how we communicate with our current and would-be customers. Innovation continues to create opportunities for emerging products and services we never thought possible. With all the excitement of our time, comes confusion and fear for many businesses. Change can be daunting, and never have we lived in a time where change came so quickly. This is the age of disruption – it's fast-paced, far-reaching and is forever changing how we operate, create, connect, and market. It's easy to see why brand heads are spinning. Businesses are suffering from 'the next big thing' and we're here to help you find the cure. UnBranding is about focus – it's about seeing that within these new strategies, technologies and frameworks fighting for our attention, lay the tried and true tenants of good business – because innovation is nothing but a bright and shiny new toy, unless it actually works. UnBranding is here to remind you that you can't fix rude staff, mediocre products and a poor brand reputation with a fancy new app. We are going to learn from 100 branding stories that will challenge your assumptions about business today and teach valuable, actionable lessons. It's not about going backwards, it's about moving forward with purpose, getting back to the core of good branding while continuing to innovate and improve without leaving your values behind. Some topics will include: Growing and maintaining your brand voice through the noise How to focus on the right tools for your business, for the right reasons Maintaining trust, consistency and connection through customer service and community The most important question to ask yourself before innovation The importance of personal branding in the digital age How to successful navigate feedback and reviews It's time for a reality check. It's time to solve problems, create connections, and provide value rather than rush strategy just to make headlines. UnBranding gives you the guidance you need to navigate the age of disruption and succeed in business today.
