The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice
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- Synopsis
- Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book 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, The Financial Advisor&’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to:Develop a differentiation strategyDefine and implement your six core client-facing processesBalance the cost of services with the value deliveredEnhance client loyaltyPerfect your personal marketing and sales approachYou 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.
- Copyright:
- 2018
Book Details
- Book Quality:
- Publisher Quality
- Book Size:
- 288 Pages
- ISBN-13:
- 9780814439142
- Publisher:
- AMACOM
- Date of Addition:
- 07/05/25
- Copyrighted By:
- David Leo, Craig Cmiel
- Adult content:
- No
- Language:
- English
- Has Image Descriptions:
- No
- Categories:
- Nonfiction, Self-Help, Business and Finance
- Submitted By:
- Bookshare Staff
- Usage Restrictions:
- This is a copyrighted book.
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- by David Leo
- by Craig Cmiel
- in Nonfiction
- in Self-Help
- in Business and Finance