Download PDF BookThe Pocket Guide to Sales for Financial Advisors

[Download.sask] The Pocket Guide to Sales for Financial Advisors

[Download.sask] The Pocket Guide to Sales for Financial Advisors

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Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word “sell.” Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they’re even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it’s a good choice to do business with you, too. The fact is that most CFAs®, CFPs®, CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the “people” aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It’s time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner. Fee-Only Financial Advisors: What You Need to Know ... Sophisticated content for financial advisors around investment strategies industry trends and advisor education. Dilberts One-Page Guide to Everything Financial My ... Dilberts advice is great especially the bit about hiring a financial planner if any of his other advice is confusing to you. When choosing a financial planner ... David Treece - Treece Financial Group It May Be Time for a Financial Checkup. Its never a bad time to speak with your financial advisor about changes in your situation. Learn More WatersTechnology - global financial technology news and ... WatersTechnology is the leading financial market technology information provider and the home of Inside Market Data Inside Reference Data Buy-Side Technology & Sell ... Financial advisers register ASIC's MoneySmart Financial advisers register Check a financial adviser. This is a register of people who provide personal advice on investments superannuation and life insurance. The Free List of Bank & Credit Union Repo Sales ... Repo Finder provides free repossessed bank cars for sale bank repossessed cars credit union repossessions and ATV repo lists among other repo sales service lists ... Financial Planning Software and Personal Finance Software. Financial Planning Software Personal Finance Software and Investment Software for Do-It-Yourself Investors and Financial Advisors Clergy Tax Preparation I Church Payroll & HR Audit Solutions Clergy Financial Resources has been the leading provider of tax payroll and HR solutions exclusively for religious organizations and clergy for over 37 years. Choosing a financial adviser ASIC's MoneySmart Choosing a financial adviser. Finding an adviser that suits you. A good financial adviser will help you set your financial goals and create a plan to achieve them. About.com Trending in Money Are You Making the Most of Your Health Savings Account? 10 Steps for Finding Your New Job; 7 Lifestyle Changes to Make You a Better Entrepreneur
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