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Author: Paul D Armson
Publisher:
Published: 2016-02-03
Total Pages: 148
ISBN-13: 9781523729876
DOWNLOAD EBOOK →This book helps Financial Advisers, Financial Planners and Wealth Managers adopt a profitable client focused service proposition.
Author: Steve Moore
Publisher: John Wiley & Sons
Published: 2010-10-05
Total Pages: 256
ISBN-13: 0470930144
DOWNLOAD EBOOK →A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
Author: John P. Napolitano CPA, PFS, CFP
Publisher: Penguin
Published: 2007-12-04
Total Pages: 356
ISBN-13: 1440626405
DOWNLOAD EBOOK →Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section
Author: Mitch Anthony
Publisher: John Wiley & Sons
Published: 2020-11-03
Total Pages: 248
ISBN-13: 1119709091
DOWNLOAD EBOOK →Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Author: Jay Conrad Levinson
Publisher: Morgan James Publishing
Published: 2016-07-12
Total Pages: 389
ISBN-13: 1630478148
DOWNLOAD EBOOK →This practical marketing guide offers inspiring examples and field-tested advice specifically designed for financial advisors. Guerrilla Marketing is different from traditional marketing. Instead of simply spending money on and hoping for the best, readers will discover how to invest time, energy and imagination into growing their business. Financial professionals will be able to grow their capacity by implementing key practice management processes including: Identify and attract better ideal clients to manage your growth effectively Gather more revenue and get more referrals by implementing proven processes Inspire clients to act quickly through articulating your ideal client experience and case studies Build key practice management processes to build ideal capacity such as feedback and your value proposition.
Author: Sean Covey
Publisher: Mango Media Inc.
Published: 2015-11-15
Total Pages: 57
ISBN-13: 1633533999
DOWNLOAD EBOOK →This completely updated and redesigned personal workbook companion to the bestselling The 7 Habits of Highly Effective Teens provides engaging activities, interactives and self-evaluations to help teens understand and apply the power of the 7 Habits. Sean Covey's The 7 Habits of Highly Effective Teens has sold more than 2 million copies and helped countless teens make better decisions and improve their sense of self-worth. Pairing new interactives with modern explanatory graphics, The 7 Habits of Highly Effective Teens workbook reaches today’s teen generation effectively.
Author: Chia-Li Chien
Publisher: iUniverse
Published: 2012-09
Total Pages: 111
ISBN-13: 1475949030
DOWNLOAD EBOOK →Presents the results of the author's Business Value Drivers Study. This two-year study reveals challenges business owners face and the Mission Critical Activities crucial to building a business in value. Using examples of business owners she interviewed in the study, the author illustrates the successes and challenges of their businesses to inspire and motivate us to focus on value creation through Mission Critical Activities--and how those activities can transform not only a business, but communities and even our world as well. Work Toward Reward helps you start building your business in value, and when you are ready, cash out with the reward you deserve after the risks you've taken and the years you've spent.
Author: CFP Board
Publisher: John Wiley & Sons
Published: 2013-04-03
Total Pages: 555
ISBN-13: 1118677633
DOWNLOAD EBOOK →Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
Author: Stephen R. Covey
Publisher: Simon and Schuster
Published: 2008-02-05
Total Pages: 400
ISBN-13: 1416549005
DOWNLOAD EBOOK →Explains how trust is a key catalyst for personal and organizational success in the twenty-first century, in a guide for businesspeople that demonstrates how to inspire trust while overcoming bureaucratic obstacles.
Author: John P. Napolitano
Publisher: Penguin
Published: 2007
Total Pages: 356
ISBN-13: 9781592576869
DOWNLOAD EBOOK →According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.
