eBook - ePub

The Financial Advisor's Success Manual

Name: The Financial Advisor's Success Manual
ISBN: 9780814439142

How to Structure and Grow Your Financial Services Practice

David Leo,

Craig Cmiel,

288 pages
English
ePUB (mobile friendly)
Available on iOS & Android

eBook - ePub

The Financial Advisor's Success Manual

How to Structure and Grow Your Financial Services Practice

David Leo,

Craig Cmiel,

About this book

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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Yes, you can access The Financial Advisor's Success Manual by David Leo,Craig Cmiel in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over one million books available in our catalogue for you to explore.