[PDF] Marketing For Financial Advisors Pb eBook

Author : Eric T. Bradlow
Publisher : McGraw Hill Professional
Page : 288 pages
File Size : 46,98 MB
Release : 2009-03-22
Category : Business & Economics
ISBN : 0071605150

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To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.

Author : Eric T. Bradlow
Publisher : Mcgraw-hill
Page : 288 pages
File Size : 19,27 MB
Release : 2009-06-18
Category : Business & Economics
ISBN : 9780071605144

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To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.

Author : Jeremiah Desmarais
Publisher : Morgan James Publishing
Page : 225 pages
File Size : 16,90 MB
Release : 2017-06-09
Category : Business & Economics
ISBN : 1683504429

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Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.

Author : Steve Moore
Publisher : John Wiley & Sons
Page : 261 pages
File Size : 33,82 MB
Release : 2010-11-09
Category : Business & Economics
ISBN : 0470910321

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A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

Author : David J. Drucker
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 16,64 MB
Release : 2013-01-29
Category : Business & Economics
ISBN : 1118434765

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Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

Author : Daniel Collison
Publisher : FriesenPress
Page : 111 pages
File Size : 29,13 MB
Release : 2023-05-11
Category : Business & Economics
ISBN : 1039143679

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Top-Producing financial advisors choose not only to succeed, but to thrive. Building Bigger & Better shows you exactly how they do that. The 80/20 rule is alive and thriving in the financial services industry. Approximately 20% of financial advisors are producing about 80% of all revenue. These top-producing financial advisors – the twenty percenters – have all learned and mastered the three critical elements of high performance. In Building Bigger & Better, advisors will learn how to: quickly develop the mindset of a top producer; put the structures in place to support dramatic growth; and build a marketing and prospecting plan that attracts significantly more of their ideal clients.

Author : Mark C. Tibergien
Publisher : John Wiley & Sons
Page : 213 pages
File Size : 13,72 MB
Release : 2016-11-30
Category : Business & Economics
ISBN : 1119108764

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A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. 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. 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 business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

Author : Jeremiah D. Desmarais
Publisher : Createspace Independent Publishing Platform
Page : 274 pages
File Size : 23,19 MB
Release : 2016-09-26
Category :
ISBN : 9781536930283

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"We cannot solve our problems with the same thinking we used when we created them." - Albert Einstein There's a problem in the insurance industry today. Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, referral begging, networking groups and ads are used to grow the business with little success. At the same time, every 5 seconds someone is Googling a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices developed in the front lines by the author's track record in generating over two million leads, and insights from top producers in the trenches. These are not taught in magazines, books or courses today simply because most people won't share them. Using his years of success stories and behind-the-scenes access to the front lines of what's working now, the author has documented the most inspiring, entertaining and duplicatable techniques agents are using TODAY to SHIFT industry thinking to solve these problems.. Description: Jeremiah D. Desmarais (pronounced De-ma-ray) has coached more than 100,000 insurance and financial advisors in 51 countries in marketing, sales and performance, winning 23 awards and giving a TEDx talk in the process. Now, for the first time ever - he's turned his most impactful ideas and techniques into a book to that reveals his secrets to creating simple marketing programs that generate insurance leads and sales from the most elusive area of all - the internet. Based on 15 years of research and testing and one-on-one interviews with some of the most successful producers of our day - Jeremiah Desmarais has created a collection of concepts that any insurance agent or financial advisor can use to create a simple marketing funnel that works in less than 30 days. With clear language and inspiring stories, Jeremiah Desmarais has used this book to lift the entire insurance and financial industry to a new level. No matter whether you're a 'non-techie' or self proclaimed 'digital jockey', you'll find techniques worth implementing and sharing with others - for immediate profit. This book will show you how: An insurance agent generated 324 leads in 10 days with $10,000 commissions in 24hrs using a simple one line email (chapter 2) A group benefits advisor used a simple cold email template to generate over $350,000 in commissions in 90 days (chapter 6) A financial advisor pre-converts people before they even meet with him after adding these two simple things to his website (chapter 4) One advisor gets life insurance leads using a simple $2 water bottle concept he learned from community recruitment efforts (chapter 10) A commercial and personal lines agent wrote $1,500,000 in premium teaching what he learned about social media (chapter 26) A health insurance agent generated $37,391 in free traffic using a simple 3-step youtube marketing strategy (chapter 27) The CEO of an FMO grew by 611% in 90 days using an automated webinar strategy (chapter 28) A financial advisor gets divorced women to meet with him every week to review their financial plans with a weird 'lumpy mail' technique (chapter 31) A retirement planner reduced his cost per seminar attendee down to just $20.19 using a facebook targeting technique, which is a mind blowing 958% lower than traditional direct mail! (chapter 34) Praise for SHIFT... "Every professional who sells insurance NEEDS to read this book. It is full of some of the best marketing techniques I've ever seen. The status quo doesn't work any more. Shift your way of thinking. Read this book, adopt its ideas and see your clients and income increase exponentially." Martin Caar, Editor, Health Insurance Underwriter Magazine, Vice President of Communications, National Association of Health Underwriters

Author : George Miller
Publisher :
Page : 153 pages
File Size : 16,99 MB
Release : 2018-06-15
Category :
ISBN : 9781983091674

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How often have you been blocked by prospect and client responses such as... I'm fully invested * I already have an advisor * I'm staying on the sidelines * I'll think about it * The market's too high * I'll talk with my CPA * Are you a Fiduciary?... just to name a few?Here's a book of key questions, openers, statements and responses to help you stop being "lost for words," winging your way through conversations, losing control and leaving outcomes to chance... build credibility with today's cautious and better informed investors... avoid wasting time with poor prospects... guide clients through your advisory process with greater ease... and distance yourself from "loose talk" advisors and brokers.Hundreds of examples that you can adapt to your own style have been gathered from veteran advisors, wholesalers and the author's experience as a broker, financial advisor and lead marketing writer with a major wirehouse. Whether you're a new financial advisor, seasoned veteran or someplace between, you're bound to benefit from this guide.

Author : Jack W. Plunkett
Publisher : Plunkett Research, Ltd.
Page : 418 pages
File Size : 23,78 MB
Release : 2007-06
Category : Business & Economics
ISBN : 1593920709

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Covers trends in consulting in such fields as marketing, information technology, management, logistics, supply chain, manufacturing and health care. This guide contains contacts for business and industry leaders, industry associations, Internet sites and other resources. It also includes statistical tables, an industry glossary and indexes.