Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Keeping Clients for Life PDF full book. Access full book title Keeping Clients for Life by Karen Caplan Altfest. Download full books in PDF and EPUB format.
Author: Karen Caplan Altfest Publisher: John Wiley & Sons ISBN: 0471408816 Category : Business & Economics Languages : en Pages : 241
Book Description
A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.
Author: Karen Caplan Altfest Publisher: John Wiley & Sons ISBN: 0471408816 Category : Business & Economics Languages : en Pages : 241
Book Description
A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.
Author: Mitch Anthony Publisher: Dearborn Trade Publishing ISBN: 9780793149544 Category : Business & Economics Languages : en Pages : 280
Book Description
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author: Terri M. Cooper Publisher: John Wiley & Sons ISBN: 0730309118 Category : Business & Economics Languages : en Pages : 388
Book Description
Your no-nonsense guide to becoming a successful real estate agent in the Australian and New Zealand markets As the Australian and New Zealand housing markets begin to recover, now is the time to make the jump to your new career as a real estate agent. If you're already an agent, it's a great time to sharpen your skills and increase your commissions. Success as a Real Estate Agent For Dummies provides the foundation and advice you need to become a real estate superstar. Written specifically for agents and potential agents in Australia and New Zealand, this handy, plain-English guide gives you all the tools you need to bring in new prospects, close sales, build a referral base, plan open houses, present and close listing contracts, and give yourself a leg up on the competition. Whether you want to get involved in commercial or residential real estate, you'll find all the guidance you need to do it right. Includes handy tips and tricks for working with buyers Offers practical advice on prospecting and generating leads online, including how to use social media Presents tried-and-true tactics and fresh ideas for closing deals Whether you're looking to get started in real estate, or you're a working agent who wants to up your game, Success as a Real Estate Agent For Dummies gives you the tools and insight you need to compete—and succeed.
Author: Ali Cudby Publisher: Morgan James Publishing ISBN: 1642796433 Category : Business & Economics Languages : en Pages : 213
Book Description
This fresh take on retention and revenue is “a useful guide to long-term customer loyalty that’s engaging, insightful and actionable . . . a fast, easy read” (Jonathan Tower, Managing Partner, Catapult VC). It costs 5 to 25 times more for companies to acquire a new customer versus retaining an existing one. That means a company’s process to keep its customers is tied directly to its revenue and profitability. In Keep Your Customers, Ali Cudby provides insights from business leaders, beginning with legendary executive Kay Koplovitz. The book goes on to offer real-world consumer behavior stories, business best practices, and CEO-led case studies in industries ranging from technology (ClusterTruck, PERQ), consumer packaged goods (Soapbox), and retail (Esprit de la Femme, Urban Stems). Interviews with renowned venture capitalists Mark Suster and Kara Nortman of Upfront Ventures, Square Capital executive Jackie Reses, and indie musician Craig Wedren, former Shudder to Think frontman and Yellowjackets composer, are also featured. Keep Your Customers is based on a proven process that has helped companies around the world improve the lifetime value of their clients. Keep Your Customers shares a fresh perspective on the old problem of customer relations. It jumps straight into practical strategies and actionable tactics to bring loyalty marketing to life for large and small businesses alike. Ali Cudby shares how to set up customer engagement for loyalty with a company culture to support it; grow without being stuck in the endless grind of new customer acquisition; and build the most powerful asset for any enterprise—a loyal, long-term, and lucrative customer base.
Author: Christine Kane Publisher: BenBella Books ISBN: 1950665569 Category : Business & Economics Languages : en Pages : 202
Book Description
Can you succeed in business when your strength is more about sensitivity than swagger? If you're moved by meaning, more than manipulation? In other words: Can you succeed while still being you? Christine Kane is living proof that the answer is yes. Far too many of us have swallowed the notion that business owners have to be a certain way to be successful—strategy-obsessed, data-driven, and relentlessly aggressive. Bookstore shelves are lined with guides for entrepreneurs that urge them to "Crush it! "10X It!" or "Unf**k it!" Those who aren't crushers or unf**kers of anything are left wondering if something's wrong with them. Like,maybe they're just not cut out for business. A former songwriter and performer, and then founder of Uplevel YOU—a multi-million-dollar business coaching company—Christine Kane shows a new class of entrepreneurs another way. It's time to connect, not crush. In The Soul-Sourced Entrepreneur, Kane shares the insights that have helped thousands find success without losing themselves. In these pages, readers will find a practical plan to: • Toss out ineffective, old-school goal-setting models. • Reframe your intuition and sensitivity as valuable assets, not as flaws to hide. • Examine old patterns for clues as to what's been holding you back. • Clean up the spaces and distractions draining your energy and power. • Learn to confidently trust in your own wisdom. • Break free from fear-based decision-making that plagues most businesses. Throughout the book, you'll hear stories from other soul-sourced entrepreneurs, who employ their own reliable, unique set of best practices based as much in intuition and self-awareness as on specific skills and strategies. Forget business as usual. Your business is personal, and in this new era, authenticity, creativity, and sensitivity are what set businesses apart. The Soul-Sourced Entrepreneur is your unconventional plan to build the business of your dreams, and being wildly successful by being you.
Author: Lee Hitchcox Publisher: ISBN: 9780890877630 Category : Health & Fitness Languages : en Pages : 396
Book Description
Discusses how to slow the biological aging process; achieve immunity from nursing home institutionalization; reduce the risk of degenerative disease; purge pesticides from our food supply and environment; convert our economy from petrochemical-based to plant-based; and transform government from lobby-centered to people-centered. Covers dietary components, such as proteins, fats, carbohydrates, additives, dairy products, seafoods, and vitamins; the history of the American diet; the food guide pyramid; weight control; exercise; biological age; various nutrition-related illnesses such as heart disease, cancer, osteoporosis, arthritis, diabetes, hypertension, etc.
Author: Maxwell Clayton Publisher: Speedy Publishing LLC ISBN: 1631875833 Category : Business & Economics Languages : en Pages : 68
Book Description
Become One of the Few Successful Real Estate Agents Want a successful real estate agent career? While some agents make hundreds of thousands each year, the majority barely scrape by. Discover how to become one of the successful few by working smarter, not harder! How To Become A Real Estate Agent reveals the tips and strategies you must follow if you want a successful real esate career. Inside you'll discover: The Seven Essential Steps to Becoming a Successful Real Estate Agent Avoiding the Top Five Listing Presentation Problems Top Time Wasting Behaviors in Real Estate Management Keeping Clients for Life And Much More! You also receive a free gift: Massive Real Estate Agent Success If you want to be a successful real estate agent, you need this book!
Author: Kyle Richards Publisher: Harper Collins ISBN: 0062113496 Category : Self-Help Languages : en Pages : 205
Book Description
In Life Is Not a Reality Show, breakout star of Bravo’s The Real Housewives of Beverly Hills Kyle Richards reveals everything she’s learned about succeeding without getting stuck up, with insights into everything from keeping a marriage fresh while juggling four kids (with not a nanny in sight) to finding the best beauty steals and home-decorating inspirations. Pop culture fanatics and fans of hip, no-nonsense women’s books from Kelly Cutrone, Bethenny Frankel, and Brandi Glanville will find all they’re looking for and more in Richards’s Life Is Not a Reality Show.
Author: Karen Caplan Altfest
Author: Karen Caplan Altfest
Author: Rohit Ramaswamy
Author: Mitch Anthony
Author: Terri M. Cooper
Author: Ali Cudby
Author: Christine Kane
Author: IDEA Health & Fitness
Author: Lee Hitchcox
Author: Maxwell Clayton
Author: Kyle Richards