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book (4)


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English (4)


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2008 (4)

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The million-dollar financial services practice
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ISBN: 1281128201 9786611128203 0814409687 9780814409688 9781281128201 0814480527 Year: 2008 Publisher: New York AMACOM

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Abstract

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.

Bullish thinking : the advisor's guide to surviving and thriving on Wall Sreet
Authors: --- ---
ISBN: 0470137703 1118581873 9786611284855 1281284858 0470263504 9780470263501 9780470137703 Year: 2008 Publisher: Hoboken, N.J. : John Wiley & Sons,

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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.

The bullish thinking guide for managers : how to save your advisors and grow your bottom line
Authors: --- ---
ISBN: 047013769X 1119198836 9786611284862 1281284866 0470263903 9780470263907 9781119198833 9781281284860 9780470137697 6611284869 Year: 2008 Publisher: Hoboken, N.J. : John Wiley & Sons,

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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.

The supernova advisor : crossing the invisible bridge to exceptional client service and consistent growth
Author:
ISBN: 0470249277 1118039505 9786611222178 1281222178 0470257962 9780470257968 9781118039502 9780470249277 9781281222176 Year: 2008 Publisher: Hoboken, N.J. : John Wiley & Sons,

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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.

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