[PDF] The Professionals Guide To Financial Services Marketing eBook

Author : Jay Nagdeman
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 17,66 MB
Release : 2009-04-27
Category : Business & Economics
ISBN : 0470410795

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The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
Page : 214 pages
File Size : 19,1 MB
Release : 2012-04-03
Category : Business & Economics
ISBN : 1118065719

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The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Author : Christine Ennew
Publisher : Routledge
Page : 464 pages
File Size : 40,67 MB
Release : 2013-07-18
Category : Business & Economics
ISBN : 1134076029

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This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2e will help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.

Author : Christine Ennew
Publisher : Taylor & Francis
Page : 693 pages
File Size : 13,44 MB
Release : 2024-10-02
Category : Business & Economics
ISBN : 1040116779

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This fourth edition of Financial Services Marketing firmly reinforces the book’s role as a leading global educational resource, combining appropriate conceptual principles with practical insights on how financial products and services are marketed in the real world. The authors draw upon their extensive international experience marketing some of the world’s best known financial brands including Lloyds TSB and Barclays. Readers will gain a firm understanding of how financial products and services work within the commercial, social, economic, governmental, regulatory and environmental context in which they operate. This fully updated and revised edition features: A brand-new chapter devoted to environmental, social and corporate governance Revised coverage of the impact of digital advances in all aspects of business models and marketing practice, including how artificial intelligence (AI) and social marketing are changing financial services and customer experience The latest regulatory developments for safeguarding the fair treatment of customers New and improved case studies that showcase best practice from around the world Upgraded Support Material including new teaching aids and references Financial Services Marketing is essential reading for advanced undergraduate and postgraduate students studying Marketing for Financial Services, Marketing Strategy and Consumer Ethics in Finance. It is also suitable for executive students studying for professional qualifications and executive MBAs.

Author : Clifton T. Warren
Publisher : Business Expert Press
Page : 268 pages
File Size : 12,4 MB
Release : 2017-12-05
Category : Business & Economics
ISBN : 1631578480

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This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developing existing clients is one of the challenges they encounter in the process. The financial services industry is currently facing several key challenges: increasing competition, industry consolidation, rapidly changing technology, a soft market (for rates, premiums, and fees), and an increasing number of regulatory requirements. All these factors make it difficult for firms to produce consistent, positive, organic growth. This book is a follow-up to the author’s previous book The Financial Sales Handbook: A Professionals Guide to Becoming a Top Producer. Although this book is an extension of the first, readers can be confident in approaching it as a stand-alone book. Cross-Selling Financial Services: A Professional’s Guide to Account Development is for experienced professionals and firms who want to protect their existing top clients and revenue, and maximize the long-term growth and profitability of their business. The book will also help professionals to sharpen their account development capabilities. It is designed to be the nucleus for corporate training programs, as well as a guide for self-employed professionals who must market and sell to stay in business.

Author : Christine Ennew
Publisher :
Page : 0 pages
File Size : 15,83 MB
Release : 2013
Category : Business & Economics
ISBN : 9780203521649

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This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2ewill help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.

Author : Christine Ennew
Publisher : Routledge
Page : 418 pages
File Size : 24,31 MB
Release : 2007-01-18
Category : Business & Economics
ISBN : 1136403043

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Financial Services Marketing: an international guide to principles and practice contains the ideal balance of marketing theory and practice to appeal to advanced undergraduates and those on professional courses such as the Chartered Institute of Banking. Taking an international and strategic view of an increasingly important and competitive sector, Financial Services Marketing adopts a fresh approach in terms of structure, and is organised around the core marketing activities of marketing for acquisition and marketing for retention. Financial Services Marketing features: * Strong international focus: case studies and vignettes representing Asia-Pacific, Europe and the US. * Comprehensive coverage, focusing on both B2B and B2C marketing. * Expert insights into the latest innovations in the sector, from technological developments, CRM and customer loyalty to issues of social responsibility. Financial Services Marketing will help both the student and the practitioner to develop a firm grounding in the fundamentals of: financial services strategy, customer acquisition, and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.

Author : Jeremy Jackson
Publisher : Createspace Independent Publishing Platform
Page : 114 pages
File Size : 19,2 MB
Release : 2017-08-16
Category :
ISBN : 9781973947394

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The first edition of The Marketing Handbook for Financial Advisors was released in 2014 and has been read and well received by thousands of financial advisors. This new edition has been revised to include updated information on some of the technology offered to financial advisors as well as an expanded section on how to operationalize LinkedIn on an ongoing basis. The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, this actionable handbook cuts through the fluff to help financial advisors truly learn how to market their practices better. The book isn't meant to be an academic exploration of marketing in the industry -- it's a to-the-point explanation of how financial advisors can be smarter marketers written by a marketing professional who has worked with thousands of financial advisors.

Author : Jay Conrad Levinson
Publisher :
Page : 0 pages
File Size : 12,92 MB
Release : 2016-07-05
Category : Business & Economics
ISBN : 9781630478131

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Based on the best selling " Guerrilla Marketing Series" with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level.

Author : H. Stanley Jones
Publisher : Wiley
Page : 304 pages
File Size : 24,31 MB
Release : 1988-02-25
Category : Business & Economics
ISBN : 9780471856498

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Shows how to develop a complete and consistent personal financial planning service. Discusses the underlying ideas, strategies, and techniques needed to formulate and market that service. Emphasis is on strategic marketing, that is, how to find clients. Jones discusses the market for personal financial planning services; laws, codes, and ethics; developing your service; the marketing process, including positioning, and pricing your services; designing your products and services; the competition; media techniques; handling the client, and much more.