The Financial Advisor's Success Manual : How to Structure and Grow Your Financial Services Practice

Author : Leo, David I, Cmiel, Craig
Rating :
The Financial Advisor's Success Manual : How ...

You may have heard that financial service firms aren't traditionally designed for serious growth. Well, they were wrong! Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? The Financial Advisor's Success Manual provides all the answers and strategies you need to do just that.Complete with proven techniques, expert insights, and practical tips to maximize your profitability, this one-stop guide will show you how to break the cycle of moderate growth by teaching you how to:• Develop a differentiation strategy• Define and implement your six core client-facing processes• Balance the cost of services with the value delivered• Enhance client loyalty• Perfect your personal marketing and sales approach• And more!You didn't start your financial services firm with a goal of modest gains. So don't settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.

Published Date : Aug 19, 2020
Publisher : AMACOM
Page : 308 Pages
Number of Copy 1 copy
Number of Available Only 1 copy left

Related Book

The Stock Exchange of Thailand and the companies in SET Group uses cookies to provide you with a better browsing experience. Click here for detailed information on the use of cookies on this site, and how you can manage them.