Building a Financial Services Clientele 11th Edition PDF Download

Author: O. Alfred Granum
Publisher:
ISBN: 9781936362530
Category : Financial planners
Languages : en
Pages : 0

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Book Description
The 11th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years! This edition provides step-by-step instructions on how to: Understand the client-building philosphy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.

Author: O. Alfred Granum
Publisher:
ISBN: 9781945424007
Category : Financial planners
Languages : en
Pages : 0

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Book Description
This new 12th edition contains some of the most important updates ever made to this highly popular publication. This edition of Building a Financial Services Clientele brings the proven One Card System ("OCS") to life in a contemporary, high-tech context--penetrating the mechanics of the system itself to expose why the approach works and how you can take advantage of today's tools and technology while still employing the remarkably effective OCS system. This edition provides step-by-step instructions on how to: Understand the client-building philosophy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Enhancements to the 12th Edition: New Chapter: Understanding the Science of Building a Clientele New discussion of the importance of - and how to - stay focused Complete update of the relationship of technology and the One Card System including discussion of technological tools, benefits of technology, networking and social media Increased emphasis on "soft skills" including client research and physiological value of new clients, client guidance and loyalty Enhanced treatment of Client Acquisition Process Enhanced treatment of managing time and relationships CAM (Career Activity Management) System chapter entirely updated Mastering the Client Acquisition Process Expanded instruction in identification of "Qualified Suspects" and turning them to Clients Updating of useful tools for increasing industry knowledge and skills Scripts for the six-step prospecting approach to gaining more clients Tips and scripts for use of the telephone, mail and email Effective communication techniques for today's producer Tools for customer-relationship management and practice management Setting goals and refining work plans Analyzing and managing activity and production Handling the fact-finding interview Effective closing techniques Maximizing the value of delivery and post-sale contacts Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques.

Author: O. Alfred Granum
Publisher:
ISBN: 9780872182752
Category : Financial planners
Languages : en
Pages : 293

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Book Description

Author: O. Alfred Granum
Publisher:
ISBN: 9780872188051
Category :
Languages : en
Pages : 301

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Book Description

Author: David J. Mullen (Jr.)
Publisher: Amacom
ISBN: 0814431739
Category : Business & Economics
Languages : en
Pages : 354

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Book Description
Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

Author: Henri Arslanian
Publisher: Springer
ISBN: 3030145336
Category : Business & Economics
Languages : en
Pages : 318

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Book Description
This book, written jointly by an engineer and artificial intelligence expert along with a lawyer and banker, is a glimpse on what the future of the financial services will look like and the impact it will have on society. The first half of the book provides a detailed yet easy to understand educational and technical overview of FinTech, artificial intelligence and cryptocurrencies including the existing industry pain points and the new technological enablers. The second half provides a practical, concise and engaging overview of their latest trends and their impact on the future of the financial services industry including numerous use cases and practical examples. The book is a must read for any professional currently working in finance, any student studying the topic or anyone curious on how the future of finance will look like.

Author: Aswath Damodaran
Publisher: John Wiley & Sons
ISBN: 1118808932
Category : Business & Economics
Languages : en
Pages : 663

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Book Description
Aswath Damodaran, distinguished author, Professor of Finance, and David Margolis, Teaching Fellow at the NYU Stern School of Business, has delivered the newest edition of Applied Corporate Finance. This readable text provides the practical advice students and practitioners need rather than a sole concentration on debate theory, assumptions, or models. Like no other text of its kind, Applied Corporate Finance, 4th Edition applies corporate finance to real companies. It now contains six real-world core companies to study and follow. Business decisions are classified for students into three groups: investment, financing, and dividend decisions.

Author: Jay Abraham
Publisher: Macmillan
ISBN: 9780312284541
Category : Business & Economics
Languages : en
Pages : 388

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Book Description
Abraham--trusted advisor to America's top corporations--has written his first major book for anyone seeking fresh ideas on supercharging personal or business success.

Author: Andrew Sobel
Publisher: John Wiley & Sons
ISBN: 1119619106
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.

Author: Barry Alberstein
Publisher:
ISBN: 9780872188129
Category :
Languages : en
Pages : 0

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Book Description
Managing Through the One Card System provides step-by-step instructions for managing one or many financial representatives using the One Card System, the most successful practice management system. Drawing on more than 75 years of combined management expertise, noted One Card System consultants and authors Barry Alberstein and Delia Alberstein have once again collaborated with industry leader Al Granum to create the definitive text on proven management techniques for succeeding with the One Card System at the agency level.