the advisor playbook regain liberation and order in your personal and professional life

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The Advisor Playbook

Author : Duncan MacPherson
ISBN : 0968440185
Genre : Business & Economics
File Size : 20. 58 MB
Format : PDF, ePub, Mobi
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How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.

Breakthrough Business Development

Author : Duncan MacPherson
ISBN : 0470739975
Genre : Business & Economics
File Size : 82. 67 MB
Format : PDF
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Increase Profits, Be more Organized, attract a Higher Quality & Quantity of Referrals, Run Your Business so That It Doesn't Run You, Take Your Business to the Next Level... With Breakthrough Business Development! Breakthrough Business Development shows you how to attract and keep great clients, while running a profitable and efficient business. It helps every knowledge-for-profit professional to maximize your most valuable client relationships, and to develop a personalized business development plan to mine the untapped potential in your business. Praise for the Pareto System, Featured in Breakthrough Business Development. "I am just beside myself on the results gathered so far from instituting the Pareto System. I use an agenda for meetings now and have formulated a standard package given to new clients. Already I have sent out twenty thank-you cards to new referrals. I even got a referral from a referral if that makes sense. Some clients didn't know that I was still expanding my business. I am also finding advocates that I didn't classify as such. Opening twenty accounts in this short time span is amazing but already I have another ten leads in the pipeline. You guys were right, it does work." "We have been building client relationships for 45 years... Pareto Systems successfully helped us to pause and then guided us through the process of defining the appropriate business structure and systems which will strengthen and enhance our best client relationships. We are now focusing on a comprehensive, systematized program for select clients. The results have been amazing-client satisfaction is way up and so are revenues."

The Supernova Advisor

Author : Robert D. Knapp
ISBN : 1118039505
Genre : Business & Economics
File Size : 79. 22 MB
Format : PDF, ePub
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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.

Supernova Advisor Teams

Author : Curtis C. Brown, Jr.
ISBN : 9781119477914
Genre : Business & Economics
File Size : 43. 96 MB
Format : PDF, ePub, Docs
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Strengthen and unify your Financial Advisor Team Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors. Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience. In Supernova Teams; Effective Team Strategies for Financial Advisors, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. • Boost your team’s effectiveness • Discover different leadership styles • Write winning team vision statements • Get familiar with communication strategies From on-boarding a new team member to finding effective ways to bolster the ones you already have, this book shows you how to turn any team into a cohesive, productive unit with like-minded goals.

The Essential Advisor

Author : Bill Crager
ISBN : 9781119260615
Genre : Business & Economics
File Size : 53. 70 MB
Format : PDF, ePub
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"In the future, financial advisors will grow their businesses successfully only if clients can learn what they do, understand how to hire them, and gain access to them in a more affordable/scalable way. A new world is here, and continues to evolve: clients expect more hands on interaction, demand greater transparency, and desire around-the-clock access and service. This book is focused on advisors. It is about trying to help advisors more effectively position their firms and practices to maximize the opportunities created by a changing consumer population. Said simply, many advisors are confused about clients' demands in this quickly evolving financial advice industry. Many clients are equally confused about the choice between using a "robo advisor" or hiring a personal one. This book will help advisors articulate their value proposition in the future, provide a roadmap for how they should manage their firm or practice to deliver on promises made to clients (practice management component) and show advisors how the consumer perceives the service from top advisors to maximize a firm's future value"--

The Million Dollar Financial Advisor

Author : David J. Mullen, Jr.
ISBN : 9780814414736
Genre : Business & Economics
File Size : 82. 70 MB
Format : PDF, Mobi
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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Lessons Of A Top Producer

Author : Don Watson
ISBN : 1939237289
Genre :
File Size : 42. 93 MB
Format : PDF, ePub, Docs
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If you are in professional sales, especially financial services, you may want to rethink your game plan. Even if you are successful, why not be a TOP PRODUCER, making more MONEY while having FUN? That is what 25-year financial industry veteran Don Watson reveals in Lessons of a Top Producer: The Financial Advisor's Playbook for the Million Dollar Year.

The Financial Advisor S Success Manual

Author : David LEO
ISBN : 9780814439142
Genre : Business & Economics
File Size : 82. 34 MB
Format : PDF
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The tools and techniques you need to be a top-producing financial advisor. How do you become a million-dollar producer, boost client satisfaction, and dramatically expand your business? The Financial Advisor’s Success Manual provides the answers to these all-important questions — along with the proven techniques and expert insights you need to maximize the profitability of your practice. Financial service firms traditionally aren’t designed for serious growth. But this book shows how to break that cycle and earn more — all while serving your clients better. You’ll learn to: Develop a differentiation strategy Effectively segment your book and analyze opportunities Define and implement your six core client-facing processes Balance the cost of services with the value delivered Formulate your business plan Enhance client loyalty Measure what matters Perfect your personal marketing and sales approach Packed with tables, graphs, forms, worksheets, sample letters, and more, The Financial Advisor’s Success Manual supplies everything you need to grow your business beyond your wildest expectations.

The 2016 Linkedin Guide For Financial Advisors

Author : Claire Akin Mba
ISBN : 1530452481
Genre :
File Size : 45. 84 MB
Format : PDF, ePub
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The 2016 LinkedIn Guide for Financial Advisors offers step-by-step instructions for mastering the world's largest professional network. Filled with relevant examples and success stories from independent financial advisors, the guide reviews how to optimize your LinkedIn Profile, expand your network, search for and identify qualified prospects, as well as the art of asking for an introduction from someone who knows and trusts you. Finally, the book offers a proven strategy for using content marketing on LinkedIn to attract new leads.

The New Retirementality

Author : Mitch Anthony
ISBN : 1118039513
Genre : Business & Economics
File Size : 82. 50 MB
Format : PDF, Mobi
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