11 Ways Financial Advisors Attract Their Ideal Clients With A Book PDF Download

Author: Adam Witty
Publisher: Advantage Media Group
ISBN: 1599324547
Category : Business & Economics
Languages : en
Pages : 132

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Book Description
More Leads. Free Publicity. Speaking Opportunities. Ultimate Authority & Credibility. This book teaches you how to quickly and easily use a book as rocket fuel to propel the growth and expansion of your business. Inside, 11 financial advisors, who became authors, reveal how they have used their books to attract their ideal clients and grow their businesses as a result. You will learn: • How Ann Vanderslice, President and CEO of Federal Retirement Planning Strategies, expanded her local business to a national enterprise in the span of one year with the help of her book. (Chapter 2) • How Founder of Strategic Wealth Designers, Matt Dicken, uses his book to turn a “lukewarm lead” into a “hot lead” before meeting with potential clients, making first-time appointments more productive and successful. (Chapter 3) • How Mike Canet, President & Founder of Prostatis Financial Advisors Group, leveraged his book to “create the aura of celebrity, credibility, and expertise” and appear in hundreds of journals, newspapers and major stations across the country – and doubled his income in the span of two years. (Chapter 4) • How CEO of First Financial Partners, Matt Zagula, promoted his book on national TV, creating a campaign that uncovered a new market for his business and generated a 7-figure rate of return. (Chapter 7) • How Thomas Helbig, Founder & CEO of Retirement Advisory Group, found an easy way to write his book and turned his “struggling” business into a success that doubled his income in one year. (Chapter 12)

Author: Adam Witty
Publisher: Advantage Media Group
ISBN: 1599324075
Category : Business & Economics
Languages : en
Pages : 184

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Book Description
"Inside these pages, you'll discover nine exciting, different ways to make money and advance your career, business or cause by being the author of a book."--Back cover.

Author: Claire Akin
Publisher:
ISBN: 9781705950395
Category :
Languages : en
Pages : 160

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Book Description
The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

Author: Kathleen Burns Kingsbury
Publisher: McGraw Hill Professional
ISBN: 0071798986
Category : Business & Economics
Languages : en
Pages : 273

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Book Description
YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

Author: Carl Richards
Publisher: Penguin UK
ISBN: 0241971675
Category : Business & Economics
Languages : en
Pages : 146

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Book Description
A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

Author: Stacey Hall
Publisher: Berrett-Koehler Publishers
ISBN: 1609940377
Category : Business & Economics
Languages : en
Pages : 234

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Book Description
“A step-by-step approach to increasing your happiness, as well as your profitability and success in business . . . A very provocative concept.” —Gerry Myers, author of Targeting the New Professional Woman Most businesses spend far too much of their time and energy struggling to get new customers or hang on to existing ones—even customers who are ultimately more trouble than they’re worth. Attracting Perfect Customers invites readers to move beyond the notions that “business is war” and winning market share means “beating” the other guy. The authors outline a simple strategic process for making businesses so highly attractive that perfect customers and clients are naturally drawn right to them. Sound too good to be true? Hall and Brogniez have successfully shown clients how to do it for years, and now they share their secrets. They prove that war-like marketing techniques seem antiquated and labor-intensive when compared to the Strategic Attraction Planning process, which requires just five minutes each day and enables any business to easily attract customers that are a perfect fit for their organization—the kind of customers it is a pleasure to serve. The authors reveal the six success standards of strategic synchronicity and share simple, fun, and easy-to-follow exercises that can be applied to any organization. They walk you through the process of creating your own personalized Strategic Attraction Plan and provide 21 supportive tips for making any company more attractive to its perfect customers. Attracting Perfect Customers will take you to a place where there is an abundance of perfect customers and clients with whom you can build strong, satisfying, profitable, and lasting relationships.

Author: Derrick Kinney
Publisher: John Wiley & Sons
ISBN: 9780471482567
Category : Business & Economics
Languages : en
Pages : 264

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Book Description
Praise for Master the Media to Attract Your Ideal Clients "This book is a marketing masterpiece. It should be required reading for all financial professionals." -Janine Wertheim, Chief Marketing Officer Securities America, Inc. "Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more-Derrick Kinney delivers on his promise to help you 'master the media.'" -Harold Evensky, CFP author, Wealth Management "This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!" -Brian Tracy, President, Brian Tracy International author, Create Your Own Future "Kinney offers an easy and effective 'how-to' approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there." -Gail S. Waisanen, CLU, Editor, Life Insurance Selling "Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients." -John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning

Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160

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Book Description
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Author: Bob Hanson
Publisher: AuthorHouse
ISBN: 1496931769
Category : Business & Economics
Languages : en
Pages : 117

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Book Description
Marketing Power for Financial Advisors helps you avoid common missteps that stunt your growth such as presenting yourself as just another look-alike financial advisor, squandering your resources on trial-and-error marketing, trying to appeal to everyone, being mesmerized by the latest marketing tactic, or falling into the trap of calling on one and only one marketing tactic. Instead, you can gain marketing leverage by following the 3 Ps of growth: Planning -- How to generate your marketing Plan to help you attract a steady stream of qualified prospects. Packaging -- How to communicate your Story to grab your desired audience. Promoting -- How to spread the word about your story through productive Promotions and tactics To experience sustainable growth over a period of years, financial advisors must incorporate Planning, Packaging, and Promoting into their practice. This book nimbly guides you through each of these three essentials with the exact systems and tools youll need to ignite your marketing momentum and realize the success you desire.

Author: Robert D. Knapp
Publisher: John Wiley & Sons
ISBN: 1118039505
Category : Business & Economics
Languages : en
Pages : 166

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Book Description
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.