Building a Financial Services Clientele 12th Edition

Amazon.com Price: $106.00 (as of 12/05/2019 17:47 PST- Details)

Categories: , , , , , , , ,

Description

This new 12th edition contains one of the most most important updates ever made to this highly popular publication. This edition of Building a Financial Services and products Clientele brings the proven One Card System (“OCS”) to life in a contemporary, high-tech context―penetrating the mechanics of the system itself to expose why the approach works and how you’ll make the most of today’s tools and technology at the same time as still employing the remarkably effective OCS system. This edition provides step by step instructions on how to: Be aware the client-building philosophy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Be aware the consultative sales cycle Enhancements to the 12th Edition: New Chapter: Understanding the Science of Building a Clientele New discussion of the importance of – and how to – stay focused Complete update of the relationship of technology and the One Card System including discussion of technological tools, benefits of technology, networking and social media Increased emphasis on “soft skills” including client research and physiological value of new clients, client guidance and loyalty Enhanced remedy of Client Acquisition Process Enhanced remedy of managing time and relationships CAM (Career Activity Management) System chapter entirely updated Mastering the Client Acquisition Process Expanded instruction in identification of “Qualified Suspects” and turning them to Clients Updating of useful tools for increasing industry knowledge and skills Scripts for the six-step prospecting approach to gaining more clients Tips and scripts for use of the telephone, mail and email Effective communication techniques for today’s producer Tools for customer-relationship management and practice management Setting goals and refining work plans Analyzing and managing activity and production Handling the fact-finding interview Effective closing techniques Maximizing the value of delivery and post-sale contacts Whether you’re a beginner or an established professional, there is only one proven system a good way to bring you true success…that’s the One Card System, and this is the book to help you master these proven techniques.

Related products

Home » Shop » Books » Subjects » Engineering and Transportation » Engineering » Reference » Building a Financial Services Clientele 12th Edition

Recent Products