Keeping Clients For Life
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Keeping Clients For Life
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Author : Karen Caplan Altfest
language : en
Publisher: John Wiley & Sons
Release Date : 2001-07-02
Keeping Clients For Life written by Karen Caplan Altfest and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-07-02 with Business & Economics categories.
A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.
Keeping Clients For Life
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Author : James Alexander
language : en
Publisher:
Release Date : 2004-01-01
Keeping Clients For Life written by James Alexander and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-01-01 with categories.
A practical guide to client care for professional advisers of all descriptions from lawyers and accountants to website designers and business consultants. The author explains the basic principles of client care and shows how to set up a programme to ensur
Creating Lifetime Clients
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Author : Felicia Brown
language : en
Publisher:
Release Date : 2016-03-18
Creating Lifetime Clients written by Felicia Brown and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-18 with categories.
Keeping clients for a lifetime isn't just about the money. It's also about giving clients what they need and want, so they feel happy with the relationship and themselves. Likewise, it's about creating career satisfaction, stability and joy for you, which translates into success for a lifetime. This engaging and accessible book explores what it takes to win someone's business long-term and get you on your way to finding your own lifetime clients! Includes details on how the author made over $100K by keeping one massage client as well as an exclusive interview from Sports Massage legend, Benny Vaughn. Includes free online resources and several special offers from the author and others.
Keeping Clients For Life
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Author : Karen Caplan Altfest
language : en
Publisher:
Release Date : 2001
Keeping Clients For Life written by Karen Caplan Altfest and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Financial planners categories.
Getting Clients And Keeping Clients For Your Service Business
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Author : M. D. Weems
language : en
Publisher: Atlantic Publishing Company
Release Date : 2007-04
Getting Clients And Keeping Clients For Your Service Business written by M. D. Weems and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007-04 with Customer relations categories.
Many books are written on how to attract more business for retail stores or new products, but this is the only book written for the small business service provider. Whether you are an attorney, doctor, accountant, consultant, personal trainer, insurance agent, Web or computer consultant, graphic designer, dentist, landscape or pool caretaker, professional cleaner, wedding planner, tree trimmer, caterer, or pet sitter, this book is for you. The truth is unless you keep a steady stream of clients coming through your doors, you will never be as successful as you would really like to be. If you're great at working with clients and you do an excellent job of providing your services, you have the capability to turn your service business into a highly profitable firm, easily. If you are like most small business service providers, getting and keeping new clients is hard work and takes up most of your time. And it is a big challenge. Yet this was not the reason you went into business. You went into business to assist your customers and make a financially rewarding business for yourself. This new book will guide you back to your original goals for going into business while making your life easier. Developing a low-cost proven marketing system doesn't have to be difficult or time consuming. This book details the principles and practices of marketing for the professional service business. In 30 days or less, you will be so successful in attracting all the business you will ever need that you can select the clients you want to serve. This specialized book will demonstrate methodically how to market and promote your services easily, inexpensively, and most important profitably. You will learn how to find new business clients quickly and keep existing ones satisfied by selling client based solutions and services by putting technology and low-cost marketing devices into place that take little or no time on your part. You will learn to develop a marketing plan with hundreds of practical marketing ideas to help successful service providers attract new clients and increase business with existing ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Your Clients For Life
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Author : Mitch Anthony
language : en
Publisher: Dearborn Trade Publishing
Release Date : 2002
Your Clients For Life written by Mitch Anthony and has been published by Dearborn Trade Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
It Starts With Clients
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Author : Andrew Sobel
language : en
Publisher: John Wiley & Sons
Release Date : 2020-03-31
It Starts With Clients written by Andrew Sobel and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-03-31 with Business & Economics categories.
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
Beyond Customer Service
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Author : Richard F. Gerson
language : en
Publisher:
Release Date : 1994
Beyond Customer Service written by Richard F. Gerson and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with Customer relations categories.
Clients Are People Too
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Author : James Alexander
language : en
Publisher:
Release Date : 2001
Clients Are People Too written by James Alexander and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Business communication categories.
A practical guide to client care for professionals of all descriptions from accountants to website designers. Areas covered in the text include: the concept of client care, exceeding client's expectations, optimizing communication, and evaluating ongoing success.
Success As A Real Estate Agent For Dummies Australia Nz
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Author : Terri M. Cooper
language : en
Publisher: John Wiley & Sons
Release Date : 2015-07-13
Success As A Real Estate Agent For Dummies Australia Nz written by Terri M. Cooper and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-07-13 with Business & Economics categories.
Your no-nonsense guide to becoming a successful real estate agent in the Australian and New Zealand markets As the Australian and New Zealand housing markets begin to recover, now is the time to make the jump to your new career as a real estate agent. If you're already an agent, it's a great time to sharpen your skills and increase your commissions. Success as a Real Estate Agent For Dummies provides the foundation and advice you need to become a real estate superstar. Written specifically for agents and potential agents in Australia and New Zealand, this handy, plain-English guide gives you all the tools you need to bring in new prospects, close sales, build a referral base, plan open houses, present and close listing contracts, and give yourself a leg up on the competition. Whether you want to get involved in commercial or residential real estate, you'll find all the guidance you need to do it right. Includes handy tips and tricks for working with buyers Offers practical advice on prospecting and generating leads online, including how to use social media Presents tried-and-true tactics and fresh ideas for closing deals Whether you're looking to get started in real estate, or you're a working agent who wants to up your game, Success as a Real Estate Agent For Dummies gives you the tools and insight you need to compete—and succeed.