Building A Financial Services Clientele

Author : O. Alfred Granum
Publisher : Unknown
Page : 0 pages
File Size : 50,8 Mb
Release : 2011-11-29
Category : Financial planners
ISBN : 1936362538

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Building a Financial Services Clientele 11th Edition by O. Alfred Granum Pdf

The 11th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years! This edition provides step-by-step instructions on how to: Understand the client-building philosphy 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 Understand the consultative sales cycle Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.

Author : O. Alfred Granum,Barry Alberstein,Delia Alberstein
Publisher : Unknown
Page : 0 pages
File Size : 40,6 Mb
Release : 2016
Category : Financial planners
ISBN : 1945424001

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Building a Financial Services Clientele by O. Alfred Granum,Barry Alberstein,Delia Alberstein Pdf

This new 12th edition contains some of the most important updates ever made to this highly popular publication. This edition of Building a Financial Services 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 can take advantage of today's tools and technology while still employing the remarkably effective OCS system. This edition provides step-by-step instructions on how to: Understand 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 Understand 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 treatment of Client Acquisition Process Enhanced treatment 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 that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.

Author : O. Alfred Granum,Barry Alberstein,Delia Alberstein
Publisher : Unknown
Page : 293 pages
File Size : 52,9 Mb
Release : 2001
Category : Financial planners
ISBN : 0872182754

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Building a Financial Services Clientele by O. Alfred Granum,Barry Alberstein,Delia Alberstein Pdf

Author : O. Alfred Granum
Publisher : Unknown
Page : 301 pages
File Size : 53,8 Mb
Release : 2006
Category : Electronic
ISBN : 0872188051

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Building a Financial Services Clientele by O. Alfred Granum Pdf

Author : Joseph Templin,Dr. John Stolk
Publisher : Lulu.com
Page : 222 pages
File Size : 41,6 Mb
Release : 2017-01-31
Category : Business & Economics
ISBN : 9781365720581

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Choices: Creating a Financial Services Career by Joseph Templin,Dr. John Stolk Pdf

If you were to buy and read this book, you would now see that Dr. Stolk and Templin draw upon fifty years of experience in consulting and financial services infused with tens of thousands of hours of research to bring you this: maybe the single most interesting book you will read in your career. That is if you make the choice to look at the world and your financial services career differently, to apply meta-cognitive approaches and understand the rules to the new game.

Author : Joseph Templin
Publisher : Lulu.com
Page : 102 pages
File Size : 50,5 Mb
Release : 2012-04-14
Category : Business & Economics
ISBN : 9781365044793

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Do You Want To Make MDRT, Or Not?! by Joseph Templin Pdf

MDRT is the elite of the life insurance and financial services world. "Begin with the end in mind" and start your financial services career with the plan to be elite.

Author : Arthea Reed,Diane Dixon
Publisher : iUniverse
Page : 265 pages
File Size : 44,8 Mb
Release : 2015-07-31
Category : Business & Economics
ISBN : 9781491770603

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Financial Services: Women at the Top by Arthea Reed,Diane Dixon Pdf

The financial services industry can be personally and financially rewarding, so why is it that so few women are in the field? Arthea Reed and Diane Dixon draw upon the results of a Women in Insurance & Financial Services research study and their own extensive knowledge to explain the shortage as well as to inspire more women to enter or remain in the field. Some of the most successful women in financial services have overcome great personal tragedy, professional ridicule, and failure to reach the pinnacle of success. By studying their moves, you can: follow in the footsteps of successful female financial services professionals; train up-and-coming female professionals so they have the knowledge and tools to succeed; and promote a workplace thats inclusive, inspirational, and encouraging for everyone. Walk down the path to a successful and rewarding career in financial services and help others do the same by learning from amazingly successful women. Whether youre already in the industry or considering it as a career, youll get a roadmap to overcome challenges with Financial Services: Women at the Top.

Author : James M. Robinson
Publisher : Changing Faces WealthAdvisor
Page : 282 pages
File Size : 43,7 Mb
Release : 2007-03-28
Category : Electronic
ISBN : 1419663968

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Changing Faces – America’s Wealth Advisors by James M. Robinson Pdf

Changing Faces - America's Wealth AdvisorsThe Place for Aspiring and Young Financial Services Professionals i.e. "Young" In Business"

Author : Cllifton Warren
Publisher : Business Expert Press
Page : 197 pages
File Size : 55,8 Mb
Release : 2017-12-05
Category : Business & Economics
ISBN : 9781631578489

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Cross-Selling Financial Services by Cllifton Warren Pdf

This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developing existing clients is one of the challenges they encounter in the process. The financial services industry is currently facing several key challenges: increasing competition, industry consolidation, rapidly changing technology, a soft market (for rates, premiums, and fees), and an increasing number of regulatory requirements. All these factors make it difficult for firms to produce consistent, positive, organic growth. This book is a follow-up to the author’s previous book The Financial Sales Handbook: A Professionals Guide to Becoming a Top Producer. Although this book is an extension of the first, readers can be confident in approaching it as a stand-alone book. Cross-Selling Financial Services: A Professional’s Guide to Account Development is for experienced professionals and firms who want to protect their existing top clients and revenue, and maximize the long-term growth and profitability of their business. The book will also help professionals to sharpen their account development capabilities. It is designed to be the nucleus for corporate training programs, as well as a guide for self-employed professionals who must market and sell to stay in business.

Author : John E. Grable,Joseph W. Goetz
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 54,8 Mb
Release : 2017-02-02
Category : Business & Economics
ISBN : 9781119350774

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Communication Essentials for Financial Planners by John E. Grable,Joseph W. Goetz Pdf

Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Author : Andrea R. Nierenberg
Publisher : Capital Books
Page : 296 pages
File Size : 53,7 Mb
Release : 2004-11
Category : Business & Economics
ISBN : 1933102055

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Million Dollar Networking by Andrea R. Nierenberg Pdf

This top corporate consultant focuses on what she knows best: building business through networking and developing a solid network of business relationships and lifelong customers.

Author : Jerry Buckland
Publisher : Springer
Page : 270 pages
File Size : 45,6 Mb
Release : 2018-02-19
Category : Business & Economics
ISBN : 9783319724195

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Building Financial Resilience by Jerry Buckland Pdf

This book examines how credit and finance schemes affect the financial lives of vulnerable people around the world. These schemes include payday lending, matched savings, and financial literacy in the Global North, and micro-credit and mobile banking in the Global South. Buckland sets these schemes within the context of financialization and seeks to identify strengths, weaknesses, and ways to enhance the well-being of vulnerable people. This book’s coverage of a wide range of financial products and geographic regions makes for a unique and innovative perspective on this topic. It presents a balanced critique of credit and finance schemes under the assumption that reform is the most practical means to improve human well-being.

Author : Christopher R. Jarvis,David B. Mandell
Publisher : John Wiley & Sons
Page : 418 pages
File Size : 49,6 Mb
Release : 2002-11-04
Category : Business & Economics
ISBN : 9780471433545

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Wealth Protection by Christopher R. Jarvis,David B. Mandell Pdf

"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.

Author : Harry Beckwith
Publisher : Grand Central Publishing
Page : 157 pages
File Size : 42,9 Mb
Release : 1999-06-14
Category : Business & Economics
ISBN : 9780446930031

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Selling the Invisible by Harry Beckwith Pdf

SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.

Author : Scott McKain
Publisher : Greenleaf Book Group
Page : 264 pages
File Size : 48,9 Mb
Release : 2013-03-05
Category : Business & Economics
ISBN : 9781608324279

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Create Distinction by Scott McKain Pdf

Have you taken your business from good to great, only to find that “great” still isn’t cutting it? Are you making all the right moves in your career and still not receiving the recognition you have earned? Why do companies like Apple get all the attention, when you have difficulty getting anyone to focus on your efforts? In our homogenized world, companies in every sector—from big-box retail to financial services; from fast food to entrepreneurs—appear more and more alike, as do the tweets and LinkedIn pages of professionals across the country. But if people see you or your company as nothing more than a carbon copy of the competition, how can you expect to attract attention? Scott McKain’s original approach to this problem, first captured in his book Collapse of Distinction, was conceived and written in the direct aftermath of the 2008 financial meltdown. His forceful case for the importance of distinction—finding success by setting yourself apart from the crowd—resonated with thousands of readers. To reflect the changing reality since that book’s publication—and to incorporate new research and up-to-date examples—McKain, an internationally recognized expert on business distinction, has retitled and revised it as Create Distinction. Within these updated pages (including one entirely new chapter) you’ll find a potent cure for similarity and uniformity—the primary killers of businesses and careers. In engaging, story-filled prose, McKain lays out the cornerstones of distinction and equips you with the specific tools and knowledge you need to stand out. Whether you’re in the “C-suite” of a multinational company or just vying for your next promotion, you’ll learn how to rise above the fray and make your work unmistakable. With this practical advice, you’ll feel confident stepping up from the competition—and toward success.