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.

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.

Clients For Life

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Author : Jagdish Sheth
language : en
Publisher:
Release Date : 2002-03-12

Clients For Life written by Jagdish Sheth and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-03-12 with Business & Economics categories.

Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.

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 : 2008

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 2008 with Business & Economics 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.

No Fear Allowed

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Author : Laura Herring
language : en
Publisher: Morgan James Publishing
Release Date : 2015-08-04

No Fear Allowed written by Laura Herring and has been published by Morgan James Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-08-04 with Biography & Autobiography categories.

This business leader’s biography is “an honest book, a rare insight into the truth of what entrepreneurs face every day” (Maxine Clark, founder, Build-A-Bear Workshop; founding member, PROSPER Women Entrepreneurs). In No Fear Allowed, Laura Herring traces her story from psychologist to entrepreneur and then business leader, sharing her experience as the Founder and Chairwoman of IMPACT Group, a global company she grew to almost fifty million dollars. Filled with straight talk from the frontlines of corporate America that can benefit anyone in business, no matter what level, this inspiring read reminds us that whether you’re an entrepreneur, an intrapreneur in a corporate setting, or simply a lover of great business biographies, “No Fear Allowed” is not just a phrase. It’s a battle cry! “An amazing, heartfelt personal story of overcoming failure after failure on the road to triumph . . . Her lessons learned at the end of each chapter are worth the price of the book alone.” —Sandra Yancey, founder and CEO, eWomenNetwork

Success As A Real Estate Agent For Dummies

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Author : Dirk Zeller
language : en
Publisher: John Wiley & Sons
Release Date : 2024-07-04

Success As A Real Estate Agent For Dummies written by Dirk Zeller 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 2024-07-04 with Business & Economics categories.

Straight-talking advice for new and veteran agents navigating today's real estate market Success as a Real Estate Agent For Dummies helps you create leads, close deals and everything in between. This updated edition covers changes to interest rates, inventory, and the impact of recent class action lawsuits on agent compensations. With tried-and-true tactics and fresh ideas from one of North America's top agents, this book contains all you need to know about the real estate business. Inside, you'll find tips and tricks on selecting a company that works best for you and your goals, marketing yourself and your listings with influence, and communicating effectively with clients. The actionable content in this Dummies guide is your ticket to thriving in a wide market. Gain insider advice on how to flourish as an agent in all real estate markets Understand how real estate is changing, and what those changes mean for you Find, secure, and sell more properties with optimized listings and outreach Get fresh ideas for improving your results in residential and commercial sales For new licensed real estate agents, those switching careers into real estate agenting, or seasoned agents looking to refine their prospecting and selling skills, this book is a valuable source of information and techniques.

Do You Want To Keep Your Customers Forever

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Author : B. Joseph Pine
language : en
Publisher: Harvard Business Press
Release Date : 2009

Do You Want To Keep Your Customers Forever written by B. Joseph Pine and has been published by Harvard Business Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.

"This classic article shows how to make mass customization and efficient and personal marketing work by putting companies and their consumers in a "learning relationship." Over time, this ongoing relationship allows your company to meet customers' changing needs, develop learning relationships with them, and retain their business forever."--Provided by publisher.

How To Survive Among Piranhas

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Author : Joachim de Posada
language : en
Publisher: AuthorHouse
Release Date : 2003-08

How To Survive Among Piranhas written by Joachim de Posada and has been published by AuthorHouse this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-08 with Pets categories.

Our rapidly changing world is full of Piranhas, those negative people who rob you of your self-confidence, your dignity, your dreams. Learn how to survive thrive among them by navigating the white-capped paths of successful freestyle career swimmers. Why was Larry Bird one of the most successful basketball players in history? Why did Jorge Posada become the catcher for the New York Yankees? It was far more than talent that charted their courses. You will learn the secret of their great accomplishments. What did Arun Gandhi, Mahatma Gandhi's grandson learn from his grandfather that totally changed his life and will change yours? What happened in Saudi Arabia when Dick Cheney and the author were invited to speak? You will learn the most important lesson on interpersonal relationships. How did the author defy Fidel Castro in front of the cameras and what application does it have to your business? What did the author learn during his tenure at Xerox about exactly why people buy? You will learn valuable lessons about loyalty and human persuasion. What is your psychological profile, and how can you use your strengths to help you achieve your goals? You must read this book. It will give you tools to unleash your potential and get anything you want with what you have. . You'll learn more about business, humanity and yourself in these brief pages than you imagined possible, plus you'll learn the truth about Piranhas, real and metaphorical. Some of the lessons are painful, but Dr. Posada's gentle humor provides welcome tonic, and his insights will both astound and inspire you (even those that make you wince.)

Keeping Clients Satisfied

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Author : Robert W. Bly
language : en
Publisher:
Release Date : 1993

Keeping Clients Satisfied written by Robert W. Bly and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1993 with Business & Economics categories.

Hbr Guide To Dealing With Conflict Hbr Guide Series

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Author : Amy Gallo
language : en
Publisher: Harvard Business Review Press
Release Date : 2017-03-14

Hbr Guide To Dealing With Conflict Hbr Guide Series written by Amy Gallo and has been published by Harvard Business Review Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-03-14 with Business & Economics categories.

Learn to assess the situation, manage your emotions, and move on. While some of us enjoy a lively debate with colleagues and others prefer to suppress our feelings over disagreements, we all struggle with conflict at work. Every day we navigate an office full of competing interests, clashing personalities, limited time and resources, and fragile egos. Sure, we share the same overarching goals as our colleagues, but we don't always agree on how to achieve them. We work differently. We rub each other the wrong way. We jockey for position. How can you deal with conflict at work in a way that is both professional and productive--where it improves both your work and your relationships? You start by understanding whether you generally seek or avoid conflict, identifying the most frequent reasons for disagreement, and knowing what approaches work for what scenarios. Then, if you decide to address a particular conflict, you use that information to plan and conduct a productive conversation. The HBR Guide to Dealing with Conflict will give you the advice you need to: Understand the most common sources of conflict Explore your options for addressing a disagreement Recognize whether you--and your counterpart--typically seek or avoid conflict Prepare for and engage in a difficult conversation Manage your and your counterpart's emotions Develop a resolution together Know when to walk away Arm yourself with the advice you need to succeed on the job, with the most trusted brand in business. Packed with how-to essentials from leading experts, the HBR Guides provide smart answers to your most pressing work challenges.