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Author: Gary DeMoss
Publisher: Dearborn Trade Pub
ISBN: 9780793146710
Category : Business & Economics
Languages : en
Pages : 246
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Book Description
One of the best ways financial advisors can attract clients today is through public seminars and other presentations. Indeed, the ability to communicate - not just the ability to manage a portfolio - is essential for advice givers who want to succeed in today's competitive financial services industry. Persuasive presentations are a matter of both substance and style. The Financial Professional's Guide to Persuading 1 or 1,000 will reveal proven strategies for making 'can't miss' presentations about products and services.
Author: Gary DeMoss
Publisher: Dearborn Trade Pub
ISBN: 9780793146710
Category : Business & Economics
Languages : en
Pages : 246
Get Book
Book Description
One of the best ways financial advisors can attract clients today is through public seminars and other presentations. Indeed, the ability to communicate - not just the ability to manage a portfolio - is essential for advice givers who want to succeed in today's competitive financial services industry. Persuasive presentations are a matter of both substance and style. The Financial Professional's Guide to Persuading 1 or 1,000 will reveal proven strategies for making 'can't miss' presentations about products and services.
Author: Tim Ursiny
Publisher: Sourcebooks, Inc.
ISBN: 1402235135
Category : Business & Economics
Languages : en
Pages : 130
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Book Description
The Top Performer's Guide to Attitude examines the crucial topic of attitude in the workplace, in a short guide that employees will want to read and managers will want to give out. Bad attitude can break a workforce; good attitude can bring it to new heights. Top performers must know how to capture the power of attitude both in themselves and their coworkers. In this short and effective guide, Ursiny and DeMoss give the tools and techniques needed to come out on top: -Making smart choices -Focusing your actions -Empathizing and strategizing -Picking your relationships -A weekly attitude plan Using exercises and checklists, employees will find it easier to bring a positive and productive attitude to the workplace and managers will see a vast improvement in their staff.
Author: Tim Ursiny
Publisher: Sourcebooks, Inc.
ISBN: 1402250436
Category : Business & Economics
Languages : en
Pages : 129
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Book Description
Speeches and presentations are a facet of almost everyone's career, from professional speakers to executives to teachers. Top performers just like you struggle every day to not only get their message across, but convince the audience to change their actions according to that message. The Top Performer's Guide to Speeches and Presentations is your essential handbook full of tips for crafting effective, engaging presentations that accomplish your goal, be it selling a product or service or teaching a new system. Discover: The four cornerstones of dynamic speaking and communication How to best use your eyes, voice, and body language Relating to your audience through story Tools for preparing a masterful Powerpoint presentation Developing your own signature style Tips and hints to ensure that your audience responds with action
Author: Mitch Anthony
Publisher: Dearborn Trade Publishing
ISBN: 9780793149544
Category : Business & Economics
Languages : en
Pages : 280
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Book Description
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author: Tim Ursiny
Publisher: Sourcebooks, Inc.
ISBN: 1402232519
Category : Business & Economics
Languages : en
Pages : 236
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Book Description
Selling in the 21st century is a whole new game. Every day you face educated and skeptical buyers who are tired of traditional sales techniques and tricks. A whole new playbook is needed to focus on what works and unlock your potential. Coaching the Sale brings the power of coaching to the sales process. It involves a respectful approach in which you create solutions with your prospects, resulting in greater buy-in and increased client loyalty. Using the 3D Sales Solution, you will learn to: Discover the Issues Discuss Solutions Decide an Outcome Coaching the Sale is an entirely new approach to sales, one designed to win over today's cynical customers. If you learn to work with your clients and bring them on your team, they will let you coach them to bigger sales and a long-term relationship.
Author: Robert L. Finder
Publisher: FT Press
ISBN: 0133017915
Category : Business & Economics
Languages : en
Pages : 209
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Book Description
Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, work from too many boilerplate scripts, repeat too many generic caveats and useless disclaimers. Above all, clients say, their advisors don’t listen well, and don’t link their own needs and views to the recommendations they present. To succeed in today’s radically new environment, financial advisors must first transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, in your own voice. You’ll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you’re desperately searching for – and earn equally powerful rewards for yourself.
Author:
Publisher:
ISBN:
Category : Books
Languages : en
Pages : 2252
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Book Description
Author: Susan B. Weiner
Publisher: CreateSpace
ISBN: 9781484975206
Category : Business & Economics
Languages : en
Pages : 118
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Book Description
"Blogging has become a "must" for many independent and fee-only financial advisors. It's a great way to build your business by connecting with current and potential clients as well as referral sources. Blogging attracts prospects to your website, media attention, and speaking engagements ... This book will help you conquer the challenge of producing high quality blog posts by following a step-by-step process, including how to: generate and refine ideas for blog posts that will engage your readers; organize your thoughts before you write so you can write more quickly and effectively; edit your writing so it's reader-friendly and appealing; spread the word about your blog and attract more visitors"--Page [4] of cover.
Author: Rose Arny
Publisher:
ISBN:
Category : American literature
Languages : en
Pages : 1416
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Book Description
Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160
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Book Description
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
