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Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract millionaire clients.
Financial planners. --- Financial services industry. --- Investment advisors. --- Financial planners --- Financial services industry --- Investment advisors --- Financial Management & Planning --- Finance --- Business & Economics --- Fund managers (Investment advisors) --- Investment advisers --- Investment counselors --- Investment houses (Investment advisors) --- Investment management firms --- Money managers (Investment advisors) --- Consultants --- Services, Financial --- Service industries --- Accredited personal financial specialists --- Planners
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Bullish Thinking is packed with hard-hitting true stories of financial professionals who have faced the many job stressors that fill this competitive industry. In it, you'll learn how to identify particular problems and initiate the process of getting help, all while reading in-depth case studies and extensive examples that exemplify the obstacles you may face. Throughout the book, the authors take the time to introduce you to action-oriented approaches that will help you survive and thrive during even the toughest times.
Investment advisors - Psychology. --- Job stress. --- Stockbrokers - Psychology. --- Stockbrokers. --- Stockbrokers --- Investment advisors --- Job stress --- Investment & Speculation --- Finance --- Business & Economics --- Psychology --- Psychology. --- Occupational stress --- On-the-job stress --- Organizational stress --- Stress in the workplace --- Work stress --- Workplace stress --- Fund managers (Investment advisors) --- Investment advisers --- Investment counselors --- Investment houses (Investment advisors) --- Investment management firms --- Money managers (Investment advisors) --- Investment brokers --- Securities dealers --- Security traders --- Stock brokerage firms --- Stock brokers --- Psychology, Industrial --- Stress (Physiology) --- Stress (Psychology) --- Work --- Consultants --- Financial planners --- Brokers --- Physiological aspects --- Psychological aspects --- E-books
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The Bullish Thinking Guide for Managers serves as an educational tool for proactively dealing with emotional distress that may affect advisors in the high-risk/high-reward world of finance. In it, Dr. Alden Cass and Dr. Brian Shaw-with the help of Sydney LeBlanc-explore strategies that will help you recognize potential job stressors, manage office conflicts, and implement appropriate solutions. It will also assist you in developing a specific set of skills that will allow you to deal with the unpredictability of this environment.
Financial services industry - Personnel management. --- Investment advisors - Psychology. --- Investment advisors. --- Stockbrokers - Psychology. --- Investment advisors --- Stockbrokers --- Financial services industry --- Investment & Speculation --- Finance --- Business & Economics --- Psychology --- Personnel management --- Psychology. --- Personnel management. --- Services, Financial --- Investment brokers --- Securities dealers --- Security traders --- Stock brokerage firms --- Stock brokers --- Fund managers (Investment advisors) --- Investment advisers --- Investment counselors --- Investment houses (Investment advisors) --- Investment management firms --- Money managers (Investment advisors) --- Service industries --- Brokers --- Consultants --- Financial planners --- E-books
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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch-under the leadership of author Rob Knapp-it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
Customer relations. --- Financial services industry - Management. --- Investment advisor-client relationships. --- Investment advisors. --- Investment advisor-client relationships --- Customer relations --- Investment advisors --- Financial services industry --- Investment & Speculation --- Finance --- Business & Economics --- Management --- Management. --- Fund managers (Investment advisors) --- Investment advisers --- Investment counselors --- Investment houses (Investment advisors) --- Investment management firms --- Money managers (Investment advisors) --- Client and investment advisor --- Client-investment advisor relationships --- Clients and investment advisors --- Investment advisor and client --- Investment advisors and clients --- Consultants --- Financial planners --- Business --- Public relations --- Consumer affairs departments --- Customer advisory boards --- Relationship marketing --- Interpersonal relations --- E-books
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