Advisor Selling

Advisor Selling PDF Author: Mark Hunter
Publisher: Createspace Independent Publishing Platform
ISBN: 9781541094697
Category :
Languages : en
Pages : 160

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Book Description
In this 2nd edition of the book, Matt focuses on the post-digital world driven by technology where power shifts to the buyer. Chances are when you arrive for the sales meeting, the prospect already knows more about you than you do about them. However, with technology comes opportunity. Today's buyer is overwhelmed with data and information and they need help - they need a trusted advisor. Trusted advisors: Get to "yes" faster Keep their products sold Stay embedded during the "budget" cuts Have more referrals Have higher customer satisfaction In this book, you will learn from the years of research, observation and personal experiences of Matthew Hudson and Mark Hunter. They have spent decades immersed in the sales industry and have taught the concepts in this book to companies with amazing results. If you follow the principles outlined here, you will get more than a sale. You also will get trusted advisor status.

Advisor Selling

Advisor Selling PDF Author: Mark Hunter
Publisher: Createspace Independent Publishing Platform
ISBN: 9781541094697
Category :
Languages : en
Pages : 160

Get Book

Book Description
In this 2nd edition of the book, Matt focuses on the post-digital world driven by technology where power shifts to the buyer. Chances are when you arrive for the sales meeting, the prospect already knows more about you than you do about them. However, with technology comes opportunity. Today's buyer is overwhelmed with data and information and they need help - they need a trusted advisor. Trusted advisors: Get to "yes" faster Keep their products sold Stay embedded during the "budget" cuts Have more referrals Have higher customer satisfaction In this book, you will learn from the years of research, observation and personal experiences of Matthew Hudson and Mark Hunter. They have spent decades immersed in the sales industry and have taught the concepts in this book to companies with amazing results. If you follow the principles outlined here, you will get more than a sale. You also will get trusted advisor status.

Storyselling for Financial Advisors

Storyselling for Financial Advisors PDF Author: Scott West
Publisher: Kaplan Trade
ISBN: 9780793136643
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Millionaire Service Advisor

Millionaire Service Advisor PDF Author: Chris Collins
Publisher:
ISBN: 9781733394529
Category : Business & Economics
Languages : en
Pages : 136

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Book Description
Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.

Buying and Selling a Business

Buying and Selling a Business PDF Author: Garrett Sutton
Publisher: RDA Press, LLC
ISBN: 1937832392
Category : Business & Economics
Languages : en
Pages : 124

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Book Description
Buying and Selling a Business reveals key strategies used to sell and acquire business investments. Garrett Sutton, Esq. is a best selling author of numerous law for the layman books, and he guides the reader clearly through all of the obstacles to be faced before completing a winning transaction. “Buying and Selling a Business” uses real life stories to illustrate how to prepare your business for sale, analyze acquisition candidates and assemble the right team of experts. The book also clearly identifies how to understand the tax issues of a business sale, how to use confidentiality agreements to your benefit and how to negotiate your way to a positive result. Robert Kiyosaki, the best selling author of Rich Dad/Poor Dad has this to say about Buying and Selling a Business, “Garrett Sutton’s information is priceless for anyone who wants to increase his or her knowledge of the often secret world of the rich, what the rich invest in, and some of the reasons why the rich get richer.” Buying and Selling a Business is a timely business book for our times.

Buying, Selling, and Valuing Financial Practices, + Website

Buying, Selling, and Valuing Financial Practices, + Website PDF Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1119207371
Category : Business & Economics
Languages : en
Pages : 325

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Book Description
The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.

Your Go-To Sales Advisor

Your Go-To Sales Advisor PDF Author: Tony Jeary
Publisher: Clovercroft Publishing
ISBN: 9781950892945
Category :
Languages : en
Pages : 352

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Book Description
Tony and Randy have created a veritable "Wikipedia" for sales professionals in the technology space that offers the best of the best sales practices and ideas collected from their combined over seventy years of experience, plus content from over fifty top technology sales advisors across the world. They've shared proprietary tools and models that have given value to so many of their high-achieving clients, teammates, and friends over the years, and even included some of the current top sales methodologies on the market. This book is packed with value to help technology sales professionals reach a higher level of mastery in their vocation.

Becoming a Trusted Business Advisor

Becoming a Trusted Business Advisor PDF Author: William Reeb
Publisher: John Wiley & Sons
ISBN: 0870519026
Category : Business & Economics
Languages : en
Pages : 400

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Book Description
Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night!

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!

101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! PDF Author: Daniel C. Finley
Publisher: Lulu.com
ISBN: 1257837222
Category : Business & Economics
Languages : en
Pages : 475

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Book Description
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.

The Pocket Guide to Sales for Financial Advisors

The Pocket Guide to Sales for Financial Advisors PDF Author: Beverly D. Flaxington
Publisher: Ata Press
ISBN: 9780983762089
Category : Financial planners
Languages : en
Pages : 174

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Book Description
Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

The Trusted Advisor

The Trusted Advisor PDF Author: David H. Maister
Publisher: Simon and Schuster
ISBN: 147110964X
Category : Business & Economics
Languages : en
Pages : 224

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Book Description
Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.