The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice
Business and economics
Synthetic audio, Automated braille
Summary
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.