Your Clients for Life

Your Clients for Life PDF 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.

Tell the Client's Story

Tell the Client's Story PDF Author: Edward C. Monahan
Publisher:
ISBN: 9781634259149
Category : Law
Languages : en
Pages : 463

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Book Description
ISBN: 978-1-63425-914-9 2017, 416 pages, 6 x 9, Paperback and E-Book Loaded with practical case studies, surveys, checklists, and appendices provided by top litigation experts from across the nation, Tell the Client's Story provides litigation teams the best strategies for effective mitigation work in criminal and capital cases. This book will benefit seasoned defense professionals, while also providing crucial guidance for attorneys and other professionals with limited or no experience in mitigation techniques.

Your Client's Story

Your Client's Story PDF Author: Scott West
Publisher: Insights Press
ISBN: 9780972752367
Category : Business & Economics
Languages : en
Pages : 218

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Book Description
Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them. The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to: Use dialogues to learn more about your clients Integrate client's unique circumstances, goals, and transitions into their winning financial plan Your Client's Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you've never experienced before.

Building a StoryBrand

Building a StoryBrand PDF Author: Donald Miller
Publisher: HarperCollins Leadership
ISBN: 0718033337
Category : Business & Economics
Languages : en
Pages : 241

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Book Description
More than half-a-million business leaders have discovered the power of the StoryBrand Framework, created by New York Times best-selling author and marketing expert Donald Miller. And they are making millions. If you use the wrong words to talk about your product, nobody will buy it. Marketers and business owners struggle to effectively connect with their customers, costing them and their companies millions in lost revenue. In a world filled with constant, on-demand distractions, it has become near-impossible for business owners to effectively cut through the noise to reach their customers, something Donald Miller knows first-hand. In this book, he shares the proven system he has created to help you engage and truly influence customers. The StoryBrand process is a proven solution to the struggle business leaders face when talking about their companies. Without a clear, distinct message, customers will not understand what you can do for them and are unwilling to engage, causing you to lose potential sales, opportunities for customer engagement, and much more. In Building a StoryBrand, Donald Miller teaches marketers and business owners to use the seven universal elements of powerful stories to dramatically improve how they connect with customers and grow their businesses. His proven process has helped thousands of companies engage with their existing customers, giving them the ultimate competitive advantage. Building a StoryBrand does this by teaching you: The seven universal story points all humans respond to; The real reason customers make purchases; How to simplify a brand message so people understand it; and How to create the most effective messaging for websites, brochures, and social media. Whether you are the marketing director of a multibillion-dollar company, the owner of a small business, a politician running for office, or the lead singer of a rock band, Building a StoryBrand will forever transform the way you talk about who you are, what you do, and the unique value you bring to your customers.

The Irresistible Consultant's Guide to Winning Clients

The Irresistible Consultant's Guide to Winning Clients PDF Author: David A. Fields
Publisher: Morgan James Publishing
ISBN: 1683501659
Category : Business & Economics
Languages : en
Pages : 273

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Book Description
This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers

Clients First

Clients First PDF Author: Joseph Callaway
Publisher: John Wiley & Sons
ISBN: 1118431790
Category : Business & Economics
Languages : en
Pages : 240

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Book Description
How honesty, competency, and caring will make you rich Throw out the sales manual. Get off the motivation elevator. Clients First is a two word miracle that can change your life. This book outlines a powerful path to riches that authors Joseph and JoAnn Callaway used to sell a billion dollars in real estate in just ten years—a feat never before achieved. Here, they explain the three keys to putting your clients first that helped them create one of the most successful realty firms in the U.S. Each of the three keys is important and can stand on its own. However, the success you can achieve when following the Clients First program can only be reached when all three keys are used in coordination. Explains how honesty ensures a strong client relationship Details the ways in which competency pervades all aspects of a client's perception of you Shows how being a caring individual can win over a client on a personal level Unlock your potential by putting these to use in your life and your business.

What Your Clients Won't Tell You and Your Managers Don't Know

What Your Clients Won't Tell You and Your Managers Don't Know PDF Author: John Gamble
Publisher:
ISBN: 9780966543810
Category : Marketing research
Languages : en
Pages : 200

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Book Description


Choose Your Story, Change Your Life

Choose Your Story, Change Your Life PDF Author: Kindra Hall
Publisher: HarperCollins Leadership
ISBN: 1400228417
Category : Business & Economics
Languages : en
Pages : 273

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Book Description
The things we tell ourselves affect how well or poorly our path in life goes. It’s time to flip the script on the internal stories you tell yourself and live life on your terms. Most of the “self-stories” you tell yourself—the kind of person you say you are and the things you are capable of—are invisible to you because they have become such a part of your everyday mental routine that you don’t even recognize they exist. Yet, these self-stories influence everything you do, everything you say, and everything you are. Choose Your Story, Change Your Life will help you take complete control of your self-stories and create the life you’ve always dreamed you’d have. Author Kindra Hall offers up a new window into your psychology, one that travels the distance from the frontiers of neuroscience to the deep inner workings of your thoughts and feelings. In Choose Your Story, Change Your Life, Kindra will help you: Uncover the truth of how you have created the life you have; Challenge everything you think you know about how your life has been built; Uncover the clear steps you can take to create the life you want; Take control of your self-story to become the author of who you are; and Live your life in a way you never have before. This eye-opening, but applicable journey will transform you from a passive listener of these limiting, unconscious thoughts to the definitive author of who you are and everything you want to be. Changing your life is as simple as choosing better stories to tell yourself. If you can change your story, you can change your life.

You've Been Framed

You've Been Framed PDF Author: Ray Sclafani
Publisher: John Wiley & Sons
ISBN: 1119062012
Category : Business & Economics
Languages : en
Pages : 278

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Book Description
Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you—leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services. Transform your role from "directive advisor" to "trusted advocate." Completely shift the paradigm, and make yourself the de facto solution to your clients' wealth management issues. Whether it's the firm with which you're affiliated or the types of products and services you offer, you've been "framed." As a wealth management advisor, your clients have little understanding of what you do or why you do it. Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocate If you haven't effectively led discussions to co-create what your business stands for—and what differentiates it from competitors—you're losing talent, prospects, and business. You've Been Framed™ gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.

Selling Your Story in 60 Seconds

Selling Your Story in 60 Seconds PDF Author: Michael Hauge
Publisher:
ISBN: 9781615932030
Category : Performing Arts
Languages : en
Pages : 0

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Book Description
Your career can be made in 60 seconds - if you make the right pitch! Master the Elevator Pitch, even when you've got less than 60 seconds. Get your screenplay or Novel read by the major power of Hollywood - guaranteed!