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Author: James B. Bexley Publisher: Prentice Hall ISBN: 9780132752138 Category : Bank management Languages : en Pages : 0
Book Description
A solid foundation to selling financial products and services. Bexley is designed to take the fear out of selling by explaining key concepts and then effectively showing readers how to apply the concepts to selling financial products. And since sales is a skill that needs to be practiced, this text promotes practice by providing several cases and exercises.
Author: James B. Bexley Publisher: Prentice Hall ISBN: 9780132752138 Category : Bank management Languages : en Pages : 0
Book Description
A solid foundation to selling financial products and services. Bexley is designed to take the fear out of selling by explaining key concepts and then effectively showing readers how to apply the concepts to selling financial products. And since sales is a skill that needs to be practiced, this text promotes practice by providing several cases and exercises.
Author: Tom Hopkins Publisher: Made for Success ISBN: Category : Languages : en Pages : 0
Book Description
Whether you're a financial services expert or novice, you understand the business. You've worked hard to gain your product knowledge. You study industry trends. But, do you know how to talk to clients so they'll listen? The How to Master the Art of Selling Financial Services live audio seminar shows you how to gain the trust of others quickly, get them to like you, take your advice, and become long-term clients which is the foundation for every successful business. Tom Hopkins has been training in the financial services industry over three decades and has developed methods to help you communicate with your clients and understand what your clients want from you. Once you know what clients want, you can learn how to provide it! Financial services representatives have turned to Tom Hopkins for years for his proven-effective, professional selling strategies which have helped them learn how to help more of their clients make financial planning decisions. How to Master the Art of Selling Financial Services audio seminar will help you: Learn effective ways to talk with clients and calm their fearsAsk the right questions to get clients talking about their needsImplement client feedback so that you can provide your best serviceIncrease your sales ratios with closing strategies that make sense to your clientsGrow your business with powerful, yet simple referral strategies This audio seminar includes a bonus PDF workbook to give you exceptional training of Hopkins' methods and will teach you how to master the art of selling financial services more effectively and efficiently than ever before! Topics include: Definition of SuccessFour Areas to Set GoalsHow to Set Financial GoalsWhat is Holding You BackPeople Business TriangleProspecting StrategiesClient FearsFear-Producing WordsQuestioning StrategiesNEADS QualificationDeveloping a Quality PresentationGlamour Words and Visual AidsAddressing ConcernsClosing the SaleBuilding a Long-Term Business
Author: Clifton T. Warren Publisher: Business Expert Press ISBN: 1631574949 Category : Business & Economics Languages : en Pages : 157
Book Description
Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.
Author: Dwight S. Ritter Publisher: Irwin Professional Publishing ISBN: Category : Business & Economics Languages : en Pages : 270
Book Description
Banking's greatest opportunities are often overlooked and underdeveloped. In fact, a veritable gold mine is already in your bank - the customer! Have you made the most of your customers' potential? You have a full line of quality financial products and services to offer, but chances are even your best customers do business with the competition. This isn't necessarily because of pricing or product or trustworthiness. It's often due to a simple lack of effort. We all know that it is easier and more cost-effective to retain and cultivate an existing customer than it is to attract new ones. Yet, many customers are never exposed to the full range of products and services available to them. In most cases, all you have to do is ask! Relationship Banking is the key to realizing the potential of your bank's existing resources: your staff, your customers and your product line. By cross-selling products to your customers, you gain an advantage in market share, retention rates, fee income and, ultimately, profitability. Author Dwight Ritter offers workable solutions which can be put to immediate use. Inside Relationship Banking, you will find the components of a successful program, including: . Financial products and services: By identifying how your product line relates to customer needs, its appeal can skyrocket. This comprehensive analysis includes everything from savings accounts to mutual funds. Lead Product Selling: By identifying those products which customers automatically expect and linking them to related products, you create natural opportunities for effective and productive cross-selling. Lead Product Selling helps bankers meet the needs and raise the awareness of their customers.Improving communications: Good communications are essential to build, nurture and expand any customer relationship. By asking the right questions, opportunities quickly become apparent. By learning how to listen, needs can be fulfilled and relationships can be cemented. Measuring performance and productivity: Without proper tracking, no program can be at its most effective. Relationship Banking includes a tested plan for tracking the results of cross-selling efforts.
Author: Tom Hopkins Publisher: Grand Central Pub ISBN: 9780446386364 Category : Business & Economics Languages : en Pages : 292
Book Description
After failing in sales for six months, Tom Hopkins turned his own career around and earned more than a million dollars in three years. Now he tells readers his secrets of success.
Author: Al Depman Publisher: McGraw Hill Professional ISBN: 007162158X Category : Business & Economics Languages : en Pages : 353
Book Description
Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a. “The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members. Depman guides you through the process of forming a sound plan for your financial services business, including how to: Create a team of advocates in marketing and administration Build a sophisticated referral process Develop sales and casedevelopment systems Write a best-practices operations manual Maximize new technology to streamline operations Put a succession plan in place Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work. Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.
Author: James M. Benson Publisher: Bloomberg Press ISBN: 9781417543953 Category : Business & Economics Languages : en Pages : 220
Book Description
In the past few years, the financial industry has undergone dynamic structural changes that have deeply affected the sales process. Bruised by market volatility, today's consumer is skeptical and demands more for less. A business needs fresh approaches to sell in today's tough marketplace. Here are the 22 Keys that can help any financial professional make more money, work less, and maximize his potential. Industry leaders James Benson and Paul Karasik combine their personal experience with the shared wisdom of the masters. Each key contains proven, actionable sales guidelines, including: The four primary fears that could destroy a sale--and how to help prospects overcome themThe nine most effective strategic approaches to "target marketing" successFive guidelines for qualifying prospects more effectivelySixty-five ways to snap a sales slumpTen ways to get clients to say yesFour simple steps to generate new business with current clientsFive guidelines for overcoming objectionsSix sample scripts to make closing ratios soar Whether a company has been in business for years or is just beginning, each key will unlock a new door on the path to sales success.
Author: James B. Bexley
Author: James B. Bexley
Author: James Bexley
Author: Tom Hopkins
Author: Clifton T. Warren
Author: Dwight S. Ritter
Author: James Bexley
Author: Tom Hopkins
Author: Al Depman
Author: James M. Benson
Author: Gary H. Raddon