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The Financial Advisor's Success Manual : How to Structure and Grow Your Financial Services Practice.

Author: David Leo; Craig CMIEL
Publisher: New York : AMACOM, 2017.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
The Financial Advisor's Success Manual provides the tools and techniques you need to be a top-producing financial advisor, along with the expert insights you need to maximize the profitability of your practice. 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.
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Genre/Form: Electronic books
Additional Physical Format: Print version:
Leo, David.
Financial Advisor's Success Manual : How to Structure and Grow Your Financial Services Practice.
New York : AMACOM, ©2017
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: David Leo; Craig CMIEL
ISBN: 9780814439142 0814439144
OCLC Number: 1012881601
Notes: A Final Thought.
Description: 1 online resource (308 pages)
Contents: Cover; Contents; Executive Summary; Introduction; Chapter 1 | Develop Your Differentiation Strategy; What Is Your Value?; What Is Your Differentiation?; Action Summary | Develop Your Differentiation Strategy; Sample Unique Value Proposition; Chapter 2 | Formal Book Segmentation; Why Analyze Your Book of Business?; The Value of Determining Your 80/20; How Segmentation Is Done; Action Summary | Formal Book Segmentation; Chapter 3 | The Client Loyalty Process; Asset Growth Starts with Client Retention; The Value of High-Quality Client Service; Getting Your Client to â#x80;#x9C;Completely Satisfiedâ#x80;#x9D. Your Intake ProcessYour Financial Planning Process; Your Risk Management Process; Your Investment Planning Process; Your Client Loyalty or Client Service Process; Value of Continuing Improvement in Client Loyalty; The Kano Model; The Future of Delight; Action Summary | The Client Loyalty Process; Chapter 4 | But Whatâ#x80;#x99;s the Cost of Loyalty?; Managing Your High-Quality Proactive Client Service System ... Itâ#x80;#x99;s About Time and Money; Primary FA Business Activities; Client Contact Plan; Contact Workload in Volume; Contact Workload in Time; Additional Client Service Time Commitments. Next StepsAdditional Guidance; Action Summary | Whatâ#x80;#x99;s the Cost of Loyalty?; Chapter 5 | Your Intake Process; Meeting One: Discovery; Meeting Two: Detailed Discussion of Financial and Related Status; Meeting Three: Detailed Discussion of the Prospectâ#x80;#x99;s Game Plan; Action Summary | Your Intake Process; Chapter 6 | Your Client Planning and Review Process; The Client Planning and Review Meeting Process; Additional Topics: General Monthly Check-in Call Discussion Topics; Action Summary | Your Client Planning and Review Process; Chapter 7 | Your Business Plan; Prelude. Purpose of Your Business PlanThe Business Plan; Developing Your Value Proposition; Business Foundations; Goal Planning; Focus Areas: Marketing and Sales Strategies and Tactics; Focus Areas: Service Strategies and Tactics; Focus Area: Operations; Model Week/Time Blocking; Action Summary | Your Business Plan; Chapter 8 | Metrics: Daily Game Plan; The Qualitative Approach; The Quantitative Approach; Daily Time Log; The Six Most Important Things; Action Summary | Metrics: Daily Game Plan; Chapter 9 | Business Development; Introduction to Business Development. Client Introductions for Business DevelopmentClient Acquisition Through Introductions; Using the Principle of â#x80;#x9C;Aided Recallâ#x80;#x9D; at Review Meetings; Introductions from Clients Using the LinkedIn Approach to Client Acquisition; Summary: Keys to â#x80;#x9C;Client Engagementâ#x80;#x9D;; COI Marketing Strategy for Client Acquisition; Book of Life for Client Acquisition; Niche Marketing for Client Acquisition; Additional Marketing and Sales Approaches for Business Development; Action Summary | Business Development; Chapter 10 | The Benefits of Implementation; Action Summary | The Benefits of Implementation.

Abstract:

The Financial Advisor's Success Manual provides the tools and techniques you need to be a top-producing financial advisor, along with the expert insights you need to maximize the profitability of your practice. 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.

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