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

Amazon.com Price: $6.25 (as of 12/05/2019 17:44 PST- Details)

Categories: Books, Business and Money, Finance, Financial Services, Industries, Subjects, Wealth Management

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Description

The tools and techniques you want to be a top-producing financial advisor.

How do you change into a million-dollar producer, boost client satisfaction, and dramatically expand your business? The Financial Advisor’s Success Manual provides the answers to these all-important questions–together with the proven techniques and expert insights you want to maximize the profitability of your practice.

Financial service firms traditionally are not designed for serious growth. But this book shows how to break that cycle and earn more–all whilst serving your clients better. You can learn how to:

Develop a differentiation strategy – Effectively segment your book and analyze opportunities – Define and implement your six core client-facing processes – Balance the price of services and products with the value delivered – Formulate your business plan – Fortify client loyalty – Measure what matters – Perfect your personal marketing and sales approach

Packed with tables, graphs, forms, worksheets, sample letters, and more, The Financial Advisor’s Success Manual supplies everything you want to grow your business beyond your wildest expectations.

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

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