Managing Through the One Card System PDF Download

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.

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: 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: Eve Rodsky
Publisher: Penguin
ISBN: 0525541942
Category : Social Science
Languages : en
Pages : 385

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Book Description
AN INSTANT NEW YORK TIMES BESTSELLER • A REESE'S BOOK CLUB PICK Tired, stressed, and in need of more help from your partner? Imagine running your household (and life!) in a new way... It started with the Sh*t I Do List. Tired of being the “shefault” parent responsible for all aspects of her busy household, Eve Rodsky counted up all the unpaid, invisible work she was doing for her family—and then sent that list to her husband, asking for things to change. His response was...underwhelming. Rodsky realized that simply identifying the issue of unequal labor on the home front wasn't enough: She needed a solution to this universal problem. Her sanity, identity, career, and marriage depended on it. The result is Fair Play: a time- and anxiety-saving system that offers couples a completely new way to divvy up domestic responsibilities. Rodsky interviewed more than five hundred men and women from all walks of life to figure out what the invisible work in a family actually entails and how to get it all done efficiently. With 4 easy-to-follow rules, 100 household tasks, and a series of conversation starters for you and your partner, Fair Play helps you prioritize what's important to your family and who should take the lead on every chore, from laundry to homework to dinner. “Winning” this game means rebalancing your home life, reigniting your relationship with your significant other, and reclaiming your Unicorn Space—the time to develop the skills and passions that keep you interested and interesting. Stop drowning in to-dos and lose some of that invisible workload that's pulling you down. Are you ready to try Fair Play? Let's deal you in.

Author: Devora Zack
Publisher: Berrett-Koehler Publishers
ISBN: 1609945751
Category : Business & Economics
Languages : en
Pages : 178

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Book Description
Professional success, more often than not, means becoming a manager. Yet nobody prepared you for having to deal with messy tidbits like emotions, conflicts, and personalities—all while achieving ever-greater goals and meeting ever-looming deadlines. Not exactly what you had in mind, is it? Don't panic. Devora Zack has the tools to help you succeed and even thrive as a manager. Drawing on the Myers-Briggs Type Indicator, Zack introduces two primary management styles—thinkers and feelers—and guides you in developing a management style that fits who you really are. She takes you through a host of potentially difficult situations, showing how this new way of understanding yourself and others makes managing less of a stumble in the dark and more of a walk in the park. Her enlightening examples, helpful exercises, and lifesaving tips make this book the new go-to guide for all those managers looking to love their jobs again.

Author: Michael Lopp
Publisher: Apress
ISBN: 1430202718
Category : Computers
Languages : en
Pages : 198

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Book Description
Managing Humans is a selection of the best essays from Michael Lopp's popular website Rands in Repose(www.randsinrepose.com). Lopp is one of the most sought-after IT managers in Silicon Valley, and draws on his experiences at Apple, Netscape, Symantec, and Borland. This book reveals a variety of different approaches for creating innovative, happy development teams. It covers handling conflict, managing wildly differing personality types, infusing innovation into insane product schedules, and figuring out how to build lasting and useful engineering culture. The essays are biting, hilarious, and always informative.

Author: Kenneth C. Laudon
Publisher: Pearson Educación
ISBN: 9789702605287
Category : Business & Economics
Languages : en
Pages : 618

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Book Description
Management Information Systems provides comprehensive and integrative coverage of essential new technologies, information system applications, and their impact on business models and managerial decision-making in an exciting and interactive manner. The twelfth edition focuses on the major changes that have been made in information technology over the past two years, and includes new opening, closing, and Interactive Session cases.

Author: Henry Mintzberg
Publisher: Berrett-Koehler Publishers
ISBN: 1609949242
Category : Business & Economics
Languages : en
Pages : 215

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Book Description
This is a simplified, shortened, and updated version of the definitive title on management (Managing, which has sold over 70,000 copies) from management legend and best-selling author Henry Mintzberg.

Author: Peter Ferdinand Drucker
Publisher: Harvard Business Review Press
ISBN: 1633691012
Category : Business & Economics
Languages : en
Pages : 69

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Book Description
We live in an age of unprecedented opportunity: with ambition, drive, and talent, you can rise to the top of your chosen profession regardless of where you started out. But with opportunity comes responsibility. Companies today aren't managing their knowledge workers careers. Instead, you must be your own chief executive officer. That means it's up to you to carve out your place in the world and know when to change course. And it's up to you to keep yourself engaged and productive during a career that may span some 50 years. In Managing Oneself, Peter Drucker explains how to do it. The keys: Cultivate a deep understanding of yourself by identifying your most valuable strengths and most dangerous weaknesses; Articulate how you learn and work with others and what your most deeply held values are; and Describe the type of work environment where you can make the greatest contribution. Only when you operate with a combination of your strengths and self-knowledge can you achieve true and lasting excellence. Managing Oneself identifies the probing questions you need to ask to gain the insights essential for taking charge of your career. Peter Drucker was a writer, teacher, and consultant. His 34 books have been published in more than 70 languages. He founded the Peter F. Drucker Foundation for Nonprofit Management, and counseled 13 governments, public services institutions, and major corporations.

Author: Henry Mintzberg
Publisher: Berrett-Koehler Publishers
ISBN: 1576758958
Category : Business & Economics
Languages : en
Pages : 321

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Book Description
A half century ago Peter Drucker put management on the map. Leadership has since pushed it off. Henry Mintzberg aims to restore management to its proper place: front and center. “We should be seeing managers as leaders.” Mintzberg writes, “and leadership as management practiced well.” This landmark book draws on Mintzberg's observations of twenty-nine managers, in business, government, health care, and the social sector, working in settings ranging from a refugee camp to a symphony orchestra. What he saw—the pressures, the action, the nuances, the blending—compelled him to describe managing as a practice, not a science or a profession, learned primarily through experience and rooted in context. But context cannot be seen in the usual way. Factors such as national culture and level in hierarchy, even personal style, turn out to have less influence than we have traditionally thought. Mintzberg looks at how to deal with some of the inescapable conundrums of managing, such as, How can you get in deep when there is so much pressure to get things done? How can you manage it when you can't reliably measure it? This book is vintage Mintzberg: iconoclastic, irreverent, carefully researched, myth-breaking. Managing may be the most revealing book yet written about what managers do, how they do it, and how they can do it better.