The financial advisor's success manual: how to structure and growyour financial services practice

The financial advisor's success manual: how to structure and growyour financial services practice

Author
Cmiel, CraigLeo, David I
Publisher
AMACOM;American Management Association
Language
English
Year
2018;2017
Page
297 pages
ISBN
9780814439142,9780814439135,0814439136,0814439144
File Type
epub
File Size
2.3 MiB

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 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

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.

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