The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)
| Author | : | |
| Rating | : | 4.58 (862 Votes) |
| Asin | : | 1119108764 |
| Format Type | : | paperback |
| Number of Pages | : | 208 Pages |
| Publish Date | : | 2017-12-08 |
| Language | : | English |
DESCRIPTION:
The Enduring Advisory Firm provides detailed guidance for making the strategic adjustments to attract more clients, produce organic growth, and operate with state-of-the-art efficiency. Then, it enables you to develop a strategic plan for growth by defining your ideal client and organizing your firm to provide an optimal experience. The authors share their firsthand insights and extensive research to create in-depth profiles on the major types of clients seeking financial advice so you can better customize your approach to reach them in meaningful ways, anticipate their habits and preferences, and exceed their expectations. From the Inside FlapThe largest risk to the financial advisory industry isn't percolating in Silicon Valley—it's the false confidence financial advisors, managers, and executives have in the sustainable success of their current business models. This practical tool enables you to: Gain research-ba
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. Learn more at CenterforFinancialPlanning. . 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 businessCase studies and examples showing how to navigate the most difficult business decisionsInnov
"Perfect for any advisor whether you're 25 or 55" according to USCJeepLife. So I'm a fairly young advisor and have been in the business awhile now. I've read so many books on prospecting and framing and closing, you name it. Long story short, I've still had trouble getting through to prospects and some of my referrals have been skeptical as well. This book has honed in on generational biases and what you can do about it as well as little things I've overlooked or never tho
Kim is invited to speak internationally and her views have been quoted more than 100 times in industry and mainstream publications, including The New York Times, Bloomberg, The Financial Times, Wall Street Journal, and USA Today.. MARK C. A regular columnist for Investment Advisor magazine, he is the author of Practice Made Perfect, How to Value, Buy, or Sell