This book will provide you with a road map to financial success. You will learn how NOT to make the big mistakes most new brokers make, how to put a loan package together, how to find borrowers, how and what to charge, how to guarantee your fee, how to make buyers and sellers happy, and how to quickly and easily locate the best deals for your customers.
You could easily find yourself with all the referrals you want...in front of your ideal prospect (not just any bank customer that can fog a mirror)... sitting in front of all the money that you would ever need to go anywhere you wanted to go in the world of investment sales.
This book will teach you how to make this a reality!
Selling in today's business environment is more challenging than ever. But the secret to success isn't longer hours and more phone calls; it's getting better referrals.
Sales expert Bill Cates's system of referral-based marketing turns every business contact into a relationship - and every relationship into a sales success. These practical strategies will give you more referrals than you ever thought possible.
This new book from Bill Cates will give you over 100 ideas and tactics you can use to stimulate more referrals – including real-world examples and best practices. It includes a section on powerful social prospecting methods.
High-Net-Worth Psychology quantitatively reveals the techniques and practices used by elite financial advisors, then converts the research into a clear, systematic model that can be learned and used by anyone committed to improving their advisory business.
Whether you are an investment advisor, financial planner, accountant, charitable development advisor or trust officer, this book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.
In this idea-filled book, Maribeth Kuzmeski explains through proven marketing strategies how to move your sales and marketing team into the Red Zone - the final 20 yards before the goal line, or in your case, the unmarked territory where you either win or lose a client - and how to SCORE once you get there.
Seminars are one of the best marketing tools available for today’s financial professional. If you are holding seminars for prospects and client, this book will show you how to become a Million Dollar Producer.
In Making the Client Connection: Maximizing the Power of Your Personality, Presentations and Presence, seasoned sales pros Mitch Anthony and Gary DeMoss give readers the tools they need to build trusting relationships.
Using research from communications experts at such prestigious institutions as Yale and the University of Pennsylvania, as well as personal examples based on their own extensive experience, Anthony and DeMoss make the case for forging emotional and relational connections with clients.
Whether you're a new advisor seeking guidance or an industry veteran who wants to return to the basics and reinvent your business, this book will provide information, practical scenarios, and in-depth insights to help you strengthen your business!