Free Ebook The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

Free Ebook The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

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The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

Free Ebook The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

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Book Description

The tools and techniques you need to be a top-producing financial advisor. How do you become a million-dollar producer, boost client satisfaction, and dramatically expand your business? The Financial Advisor’s Success Manual provides the answers to these all-important questions—along with the proven techniques and expert insights you need to maximize the profitability of your practice. Financial service firms traditionally aren’t designed for serious growth. But this book shows how to break that cycle and earn more—all while serving your clients better. You’ll learn to: Develop a differentiation strategy • Effectively segment your book and analyze opportunities • Define and implement your six core client-facing processes • Balance the cost of services with the value delivered • Formulate your business plan • Enhance client loyalty • Measure what matters • Perfect your personal marketing and sales approach Packed with tables, graphs, forms, worksheets, sample letters, and more, The Financial Advisor’s Success Manual supplies everything you need to grow your business beyond your wildest expectations.

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From the Inside Flap

Analyzing returns, balancing risk, and mastering the array of investment vehicles make you a capable and valued financial advisor, but those things alone won’t make a top producer. The fact is, the skills that will enable you to crack the seven-figure mark typically aren’t taught in any financial advisor manual, MBA program, or workshop. As a result, you, like many financial advisors, may find yourself lost in the details of your job—filling orders and filing forms—distracted from the processes and activities that could help you get bigger and earn more. You’re not alone, the skill gap is industry-wide and financial services firms traditionally aren’t designed to scale. The Financial Advisor’s Success Manual intends to change all that. It picks up where all other books in this industry leave off. It takes the low expectations, fallacies, and misconceptions many financial advisors default to and proposes a new set of truths: You can have the high-value clients you need to meet your financial goals. You can spend the majority of your time on revenue-generating activities. And you can do it by putting forth the same amount of effort that you are expending right now. This book will show you how. It teaches you proven steps you can take to start earning more—without sacrificing service. Because the fact is, when you’re doing the best job for the right clients, everyone wins. Other books for financial advisors only focus on finding and landing clients; this manual shows how to structure and organize your practice so it can grow. Yes, you’ll learn strategic techniques for prospecting and winning clients—but first you’ll learn to build the foundation for success and then implement marketing tactics that attract and retain the right clients for achieving your goals. Veteran advisors might learn some of these tactics through years of trial and error. With The Financial Advisor’s Success Manual, you can cut to the chase with a structured process, time-tested strategies, easy worksheets, ready-made templates, and more that will accelerate your growth. These proven techniques and valuable assets save you years of angst and enable you to put your business on a path that reaps exponentially larger rewards sooner than you’d imagine. The Financial Advisor’s Success Manual gets you thinking differently from the get-go. It all starts with a mindset shift. Are you prepared to reassess everything you know about financial management? Then ask yourself these questions, and read The Financial Advisor’s Success Manual to be guided to the answers. Which of your clients deserve the most retention effort? What clients provide the best growth opportunities for you? Which of your clients should you transform or transfer in order to increase their value or reduce their cost to your business? Where should you focus your referral and introduction efforts? How should you direct your marketing efforts? What are the most effective ways to communicate with your prospects and clients? What qualities do your top clients have in common? You have the talent. Now all you need is the manual. David Leo is a business coach and strategic consultant to financial advisors. He has decades of financial services industry experience, including over seven years in Paine Webber’s Private Client Group, where he specialized in productivity solutions. Craig Cmiel is co-founder and managing partner of Great Lakes & Atlantic Wealth Management and Advisory Partners.

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Product details

Hardcover: 288 pages

Publisher: AMACOM; First edition (December 7, 2017)

Language: English

ISBN-10: 9780814439135

ISBN-13: 978-0814439135

ASIN: 0814439136

Product Dimensions:

7.4 x 1 x 10.2 inches

Shipping Weight: 1.6 pounds (View shipping rates and policies)

Average Customer Review:

5.0 out of 5 stars

2 customer reviews

Amazon Best Sellers Rank:

#823,510 in Books (See Top 100 in Books)

The Financial Advisor's Success Manual is the definitive resource for structuring and growing an advisory practice today. It provides textbook-style guidance and details for every aspect of creating and positioning a practice, full of insights and examples that are helpful for today's advisors to visualize their future firm. A must read for every advisor seeking clarity on their structure, marketing, client service, and profitability!

Exceptional guide to the nuts and bolts of all aspects of running a financial services practice. Read, digest, follow, repeat. Your clients will be content, your practice will grow and you will have the ability to enjoy what you do. Mr. Leo has written a truly exceptional guide.

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