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Author: Adri Miller-Heckman
Publisher: AuthorHouse
ISBN: 1467097772
Category : Business & Economics
Languages : en
Pages : 124
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Book Description
While most advisors recognize the impact and marketing value of seminars, they struggle to find a reliable formula that will convert their seminar efforts into new business. Adri Miller-Heckman has that formula. Adri not only built her business strictly through seminars, she has taught thousands of Financial Advisors how to implement a seminar program that works. In her book Adri walks you through 10 steps to a program that will produce the results you want. Isn't it time you received the training you need to make your seminar program work
Author: Adri Miller-Heckman
Publisher:
ISBN: 9781425932787
Category : Business & Economics
Languages : en
Pages : 120
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Book Description
Many women feel like they are not good enough, and so many times we give ourselves over to men, only to be left empty-handed. We try to find our way in life, because we have goals and we know that within ourselves there is a person who lives. Perhaps when you are done reading this book, it will give you the inspiration to lift your head up and know that you are a woman and that you are beautiful and that you can reach into your soul and pull out the woman that God created you to be, and live because you are somebody
Author: Reedlogic Staff
Publisher: Execsense
ISBN: 9781597010818
Category : Business & Economics
Languages : en
Pages : 100
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Book Description
The Excellence in Financial Planning Seminar features six speeches totaling more than three hours and 100 pages of authoritative, insiders perspectives on the best practices of financial planners who have handled hundreds of portfolios on behalf of their clients. Featuring financial advisors who have represented clients in various financial positions and have played a strong role in advising management teams, this seminar provides a broad yet comprehensive overview of specific strategies that every financial advisor needs to know about the roles and motivations of the players in such a transaction. Each speaker discusses their personal strategies for working with clients and providing the best value possible in both the audio CD and book of speeches. Also included is an interactive workbook with key questions and action points for creating strategies and financial models based on what is discussed in the seminar. The seminar features speeches by: 1. Gilbert Baker, Founder, The AFP Group Thinking Outside the Finance Box; 2. John A. Black, Senior Investment Specialist, Northwestern Mutual Financial Network Client Relationships and the Implementation of Plans; 3. Bradley Bofford, Partner, Financial Principles LLP The Process of Focusing on the Client; 4. Vicki Brackens, MetDESK Specialist, MetLife Financial Services Engaging Clients; 5. Thomas M. Cerney, MetDESK Specialist, MetLife Financial Services Walking the Client Though Their Financial Goals;6. Wayne von Borstel, President and Founder, Oregon Trail Financial Services Creating Peace of Financial Mind.The seminar includes a CD (with the audio of the live speeches), book, Seminar Padfolio and interactive workbook. In this seminar, you will learn answers to questions such as the following, and many more: 1. What are the major goals that youre most often trying to help clients achieve (retirement, education costs, vacation home, etc.)? 2. Walk me through the financial implications of what you do for your clients and explain how what you do for them can add direct value;3. How do you decide the best way to charge clients? Walk me through the financials? 4. How do you judge success when working with a client? 5. What is the best piece of financial advice you have ever received with respect to working with clients? 6. What are the biggest mistakes that clients often make that get them into trouble with respect to their finances? 7. What is your strategy for dealing with change in the markets? 8. How do you keep clients assets in the right spots based on various types of market fluctuation? 9. What do you do to stay on top of your knowledge and keep your edge? 10. How do you go about being innovative in your profession? 11. How has being a financial advisor changed over the past 5 or 10 years and what are some of the major issues that have transpired? 12. What do you see as being the major changes over the next 5 or 10 years? 13. What are the three golden rules of being a successful financial advisor? 14. What is the advice you find yourself most often telling other people?
Author: Seth Greene
Publisher:
ISBN: 9781089971504
Category :
Languages : en
Pages : 208
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Book Description
Attention Financial Advisors, RIA's, and Insurance Agents: Are you sick of not getting the referrals you deserve from your very own clients? What about from accountants, attorney's, and other professional centers of influence? Are you tired of lackluster seminar results? Decreasing response rates? Fewer show ups, fewer appointments and less production?Are you fed up with not being able to breakthrough to the next level of production?There is a better way and it's in this book!Seth Greene has been helping financial professionals like you break through to new levels of production since 2007. Discover his top 18 secrets of top producing financial service professionals and apply them to your practice today!Seth Greene is the nation's foremost authority on growing your financial services practice with direct response marketing.Seth is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, named by Nasdaq as one of the Top 10 Podcasts to listen to in 2019.He is the founder of the direct response marketing firm www.MarketDominationllc.com. Seth is a seven-time best-selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Money watch and many more.
Author: Jason L Smith
Publisher: Greenleaf Book Group
ISBN: 1626344612
Category : Business & Economics
Languages : en
Pages : 152
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Book Description
Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471426725
Category : Business & Economics
Languages : en
Pages : 316
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Book Description
"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Author: Adri Miller-Heckman
Publisher: Vervante
ISBN: 1934509256
Category : Business & Economics
Languages : en
Pages : 192
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Book Description
Seminar industry veteran Miller-Heckman reveals her step-by-step process for creating events that produce results and convert attendees into satisfied clients.
Author: Kelly L. Benzschawel
Publisher:
ISBN:
Category : Customer relations
Languages : en
Pages : 138
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Book Description
Task Analysis is an important step in the Training Development Process. It helps to identify all content that needs to be included as well as to uncover the best sequence for training. Additionally, it aids the creation of training objectives, which are the foundation of a training program. Currently, no formal training program exists for the CRM System used by Financial Advisors at ABC Financial. A formal training program is desired to increase Financial Advisor adoption of the CRM system and therefore efficiency. This study will begin the training development process by completing a task analysis and using the results to block training and develop training objectives.
Author: Carl Richards
Publisher: Penguin UK
ISBN: 0241971675
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.
Author: David J. Mullen, Jr.
Publisher: AMACOM
ISBN: 0814439217
Category : Business & Economics
Languages : en
Pages : 305
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Book Description
Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Author: Donald Moine
Publisher: Penguin
ISBN: 1101663103
Category : Business & Economics
Languages : en
Pages : 228
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Book Description
Provides salespeople with information on hypnotic techniques and how to use them in sales presentations and script books to win the customer's trust and make sales.
