The Advisor Playbook: Regain liberation and order in your personal and professional life
| Author | : | |
| Rating | : | 4.17 (970 Votes) |
| Asin | : | 0968440185 |
| Format Type | : | paperback |
| Number of Pages | : | 266 Pages |
| Publish Date | : | 2014-04-04 |
| Language | : | English |
DESCRIPTION:
Great book if you are a financial advisor looking to improve your customer service. Richard Stevens I spent a day in a MacPhearson workshop. Great event. This book adds to clarity the workshop but should also improve customer service without the workshop.. "Book resonates with me" according to Dave S.. If you might want to change how you are doing things as a financial advisor this book is for you. Many things in this book resonate with me but it may not for all advisors. Being in the business for only a few years, I will be using this program to "up my game" so to speak. It's all about establishing and keeping a relationship with your clients as you guide them on th. Five Stars Strong content.
My goal is that you can translate that into results using this Playbook. First Trust has dedicated many years to finding (and investing in) creative ways to help financial advisors grow their practices. As the Head of Advisory Practices, my goal over the last 18 years has been to give financial advisors the tools to develop an effic
The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. It’s a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable and ensuring the owner runs the business and not the other way around.Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The Advisor Playbook will take the mystery away.Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. They’ll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.As you progress through the book, you’ll realize that each process is implemented in synergy with every other. Nothing
As the Head of Advisory Practices, my goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. I've also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches. My goal is that you can translate that into results using this Playbook. . I've invested those experiences into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes