Guerrilla Marketing For Financial Advisors

Author: Jay Conrad Levinson
Publisher: Morgan James Publishing
ISBN: 1630478148
Size: 73.44 MB
Format: PDF, Mobi
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The number one issue for financial professionals is capacity. What is the number one way to constantly build capacity in your financial services business? What blind spot is holding you back from achieving more? Does it seem there is never enough time to grow? It’s time for you to implement the missing practice management processes into your financial business so you can build your ideal business. Based on extensive financial industry practice management research, proven marketing strategies from Guerrilla Marketing legend Jay Conrad Levinson and over 27 years of unique financial industry experience, Grant Hicks has created simple yet easy to implement strategies for any financial professional to build and manage capacity in their practice. Research shows that a majority of financial professionals do not have detailed practice management processes including: a unique value proposition clearly articulated, a formal feedback system for clients, a clear definition of an ideal client and a process for attracting ideal clients. Learn strategies to build your ideal capacity, and increase your revenue by up to 33%, through unique practice management processes. Quickly learn how to: Identify and attract better ideal clients to manage your growth effectively Manage your time to achieve consistent double digit growth and manage capacity issues Gather more revenue and get more referrals by implementing proven processes Inspire clients to act quickly through articulating your ideal client experience and case studies Build key practice management processes to build ideal capacity such as feedback and your value proposition Save yourself valuable time. By implementing just one new process, you will be on the path to your ideal capacity and ultimately your ideal practice.

Guerrilla Marketing For Financial Advisors

Author: Jay Conrad Levinson
Publisher: Trafford Publishing
ISBN: 1412003997
Size: 39.20 MB
Format: PDF, Docs
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Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors. Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Inside you will find nine chapters including samples and templates to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business. 1. Build a Better Business and Marketing Plan 2. Getting New Clients from Outside Sources 3. Getting New Clients from Internal Marketing 4. Welcoming New Clients 5. Wowing Clients 6. Mastering Service for All Clients 7. Taking Your Business to the Next Level 8. Marketing Principles for Financial Advisors 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action.

Guerilla Marketing For Financial Advisors

Author: Jay Conrad Levinson
Publisher: Morgan James Publishing
ISBN: 9781630478131
Size: 52.49 MB
Format: PDF, Docs
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Based on the best selling Guerrilla Marketing Series with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level."

Guerrilla Marketing For Consultants

Author: Jay Conrad Levinson
Publisher: John Wiley & Sons
ISBN: 1118040074
Size: 13.41 MB
Format: PDF, ePub
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Trusted advice on successful consulting from the authors of the bestselling Guerrilla Marketing series Consulting is entering the era of the guerrilla client-buyers with a glut of information at their fingertips and doubts about the value consultants add. Guerrilla Marketing for Consultants is the first book to reveal how guerrilla marketing can transform today's challenges into golden opportunities for winning profitable work from the new breed of consulting clients. Packed with information, this step-by-step guide details the 12 marketing secrets every consultant should know, the anatomy of a marketing plan, Web sites, sources of free publicity, direct-mail marketing, winning proposals, and more. Jay Conrad Levinson (San Rafael, CA) is the Chairman of the Board of Guerrilla Marketing International and the author or coauthor of more than 30 books, including the bestselling Guerrilla Marketing series. Michael W. McLaughlin (Mill Valley, CA) has been a partner with Deloitte Consulting since 1994.

The Million Dollar Financial Advisor

Author: David J. Mullen, Jr.
Publisher: AMACOM
ISBN: 0814414737
Size: 46.54 MB
Format: PDF, ePub, Mobi
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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Plateau To Pinnacle

Author: Erin Tamberella
Publisher: Hillcrest Publishing Group
ISBN: 1634132661
Size: 25.27 MB
Format: PDF, ePub, Mobi
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"Plateau to Pinnacle" is the story of Luke, a veteran financial advisor who's been in the business for 10 years. Luke always assumed he'd be a million-dollar producer but hits a plateau that ends up lasting for years. He's grown complacent and comfortable until a devastating event shatters his entire world. Feeling lost and wondering how he'll ever recover, he meets a powerful yet mysterious mentor, Victor Guise. Victor teaches Luke how to systematize his business, and together they lay the foundation he needs to reach the goal he'd all but abandoned. Luke learns much more than just business from his enigmatic mentor. As Victor helps Luke recognize and believe in his own potential again, his business changes and in the process, so does he. The book is content-rich and advisor-friendly. It pulls the content from each chapter into an easy-to-follow, step-by-step checklist for systematizing the advisor's practice.

Winning The Professional Services Sale

Author: Michael W. McLaughlin
Publisher: John Wiley & Sons
ISBN: 9780470522011
Size: 44.42 MB
Format: PDF, ePub, Mobi
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An innovative approach to winning more profitable sales in the growing professional services industry In recent years, professional services providers have had to rethink their sales methods and adapt to profound changes in the way clients buy services. In response, Winning the Professional Services Sale argues for fundamental changes in the seller's mindset and sales strategies. Rather than pressing the sale, salespeople must help clients buy--the way that works best for each client. This new approach gives buyers what they now want in a services seller: a consultative problem solver, change agent, and solution integrator, all rolled into one. Author Michael McLaughlin presents a strategy for winning new business with a holistic approach to each client relationship. Only by fully understanding a sale from every angle, including its impact on the client's business and career, can salespeople thrive in the new era of the service economy.

Found Money

Author: Steve Wilkinghoff
Publisher: John Wiley & Sons
ISBN: 9780470504161
Size: 13.14 MB
Format: PDF, ePub, Mobi
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A fresh perspective on what it takes to run a moneymaking small business If you're a small business owner, you probably started out with a great idea, an entrepreneurial dream, and the willingness to work as hard as you have to. You're up-and-running, your products and services are selling, and you are working as hard as you can. But where do you go from here? How do you get there? And how can you be sure your business will make you money now and for the long term? Found Money presents a new and powerful approach to small-business success. It helps you figure out, instantly, whether your business is on-track or flying off the rails (and how to correct it if it is flying off the rails). Not only does it help you understand how your business makes you money, but how to control that process as well. It offers accessible, easy-to-use tools and tactics to help you understand the links between what happens in your small business and the financial results you achieve so you can proactively create the financial results you want. Helps you maximize the money your small business makes by showing you where additional profit and cash flow is hiding right now in your business Steve Wilkinghoff is an accountant and consultant who helps businesses reach their full, money-making potential Foreword by Michael Gerber, preeminent small business guru If you own your own small business but don't know how to take control of the financial results it gives you, Found Money hands you the strategies, tactics and tools you need to take control, and direct and maximize the money-making process.

Advisor For Life

Author: Stephen D. Gresham
Publisher: John Wiley & Sons
ISBN: 9781118044957
Size: 10.90 MB
Format: PDF
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"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

The Enduring Advisory Firm

Author: Mark C. Tibergien
Publisher: John Wiley & Sons
ISBN: 1119108810
Size: 41.72 MB
Format: PDF, Mobi
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A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.