Grow your business through "no-sell" selling by using proven strategies from the industry’s leading consultants and coaches.
Building Your Multi-Million-Dollar Practice outlines proven techniques so that you can enjoy a highly-productive, lucrative financial services practice with less stress.
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!
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.
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.
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!
There are literally dozens of legitimate ways to shelter one's assets, disinherit the IRS and make sure one's heirs get up to 100 percent of their money. This best-selling report explains everything a trusted advisor should know about helping his/her clients pass their wealth to their heirs.
A Matter of Trust identifies the types of legal planning directives most people require, including: wills, trusts, powers of attorney, healthcare directives, living wills and memorial instructions.
It describes when, where and how to create personal instructions to properly guide your successors in the event of your disablitly and at the time of your death.
Top Gun Prospecting for Financial Professionals outlines Wall Street executive and author D. Scott Kimball’s methods for contact management systems, lists, advertising, cold calling, direct mail, networking, seminars, referrals, the Internet, attitude, and time management.
The 401k Service Solution™ Handbook details a simple process to guide plan sponsors and fiduciaries through successful plan setup, management, and review.
