Successful Seminar Selling For Financial Advisers
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Successful Seminar Selling For Financial Advisers
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Author : Philip Calvert
language : en
Publisher:
Release Date : 2019-10-18
Successful Seminar Selling For Financial Advisers written by Philip Calvert and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-10-18 with categories.
Are you an IFA, financial adviser, wealth manager or financial planning professional looking to attract high quality new clients through seminars, workshops and events - but don't know where to start? Successful Seminar Selling for Financial Advisers is the blueprint for Financial Planners, Wealth Managers, Mortgage Brokers, RIAs, IFAs and professional Financial Advisers who are looking to attract profitable new leads and clients from seminars, workshops, client events and live marketing opportunities. This practical and comprehensive book reveals the secrets of how IFA, financial advice and financial planning businesses can dramatically increase profits by hosting their own seminars, workshops, live demonstrations and networking events. When you get your copy today, you'll discover: Why seminars and workshops are key to substantial growth for small financial adviser businesses How to plan, promote and market your events using both traditional marketing and exciting new digital marketing and social media techniques How to find hundreds of new prospects and achieve conversion rates at your seminars and live marketing events approaching 100 per cent. We reveal step-by-step how one financial adviser in the UK regularly got conversion rates at his seminars near 100 per cent How to niche your seminars to achieve the highest levels of attendance and profitability How and when to charge for your seminars How to present and get your message across with clarity, confidence and conviction Proven presentation skills and techniques for financial adviser seminar hosts How to build instant rapport with your seminar delegates How to create significant new income streams from your seminars and events through eBooks and digital products ....and much, much more - including a special chapter looking behind the scenes of a financial adviser's client seminar from the perspective of a mystery seminar shopper. It's a real eye-opener... Packed with real-life examples of how financial advisor businesses can benefit from hosting their own seminars and promotional events, this book both informs, educates and inspires. If you are a financial planning professional looking to read just one sales and marketing book this year, make it this one! Order your copy now...
Successful Seminar Selling
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Author : Phil Calvert
language : en
Publisher: How To Books Ltd
Release Date : 2004
Successful Seminar Selling written by Phil Calvert and has been published by How To Books Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004 with Business & Economics categories.
CONTENTS: Part 1 - Successful Seminar Selling - How To Plan, Prepare and Market Your Events 1.1 Problems Facing Small Businesses 1.2 The Need to Change and Adapt 1.3 The Benefits of Seminar selling 1.4 Planning Your Seminars and Workshops 1.5 The Golden Rules of Marketing Your Seminars 1.6 Offline and online marketing and promotion 1.7 How to Dramatically Increase Your Profits from Seminars 1.8 How to Create Information-Based Products - Quickly Part 2 - Getting Your Business Message Across with Impact, Power and Authority 2.1 Presentation is Everything 2.2 Confidence 2.3 Clarity 2.4 Conviction 2.5 Connection Part 3 - What Happens Next? 3.1 Getting Feedback 3.2 Following Up Afterwards to Maximize Sales and Profits. Some Final Thoughts.
Seminar Selling
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Author : Paul Karasik
language : en
Publisher: McGraw Hill Professional
Release Date : 1995
Seminar Selling written by Paul Karasik and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 1995 with Business & Economics categories.
Seminar selling is the most cost-effective technique for marketing financial products and services. Research has shown that face-to-face sales calls are very expensive, and telemarketing is both time consuming and overused. This comprehensive guide for the financial services professional demonstrates how to conduct profitable seminars.
Financial Advisors Sales Training
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Author : Gerard Assey
language : en
Publisher: Gerard Assey
Release Date : 2023-07-24
Financial Advisors Sales Training written by Gerard Assey and has been published by Gerard Assey this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-07-24 with Business & Economics categories.
‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion.
Guerrilla Marketing For Financial Advisors
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Author : Jay Conrad Levinson
language : en
Publisher: Trafford Publishing
Release Date : 2003
Guerrilla Marketing For Financial Advisors written by Jay Conrad Levinson and has been published by Trafford Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003 with Business & Economics categories.
Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors. Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Inside you will find nine chapters including samples and templates to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business. 1. Build a Better Business and Marketing Plan 2. Getting New Clients from Outside Sources 3. Getting New Clients from Internal Marketing 4. Welcoming New Clients 5. Wowing Clients 6. Mastering Service for All Clients 7. Taking Your Business to the Next Level 8. Marketing Principles for Financial Advisors 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action.
Selling Skills For Financial Advisors
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Author : Gerard Assey
language : en
Publisher: Gerard Assey
Release Date : 2023-09-01
Selling Skills For Financial Advisors written by Gerard Assey and has been published by Gerard Assey this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-09-01 with Business & Economics categories.
Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, "Selling Skills for Financial Advisors" empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence.
How To Master The Art Of Selling Financial Services
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Author : Tom Hopkins
language : en
Publisher: Made For Success Publishing
Release Date : 2016-02
How To Master The Art Of Selling Financial Services written by Tom Hopkins and has been published by Made For Success Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-02 with Business & Economics categories.
Whether you’re a financial services expert or novice, you understand the business. You’ve worked hard to gain your product knowledge. You watch industry trends. But, do you know how to talk to clients so they’ll listen? The Art of Selling Financial Services depends upon the collaboration of listing and understandably communicating to clients. Learning how to quickly gain the trust of others, get them to like you, take your advice, and become long-term clients is the foundation for every successful business. Tom Hopkins has been training in the financial services industry since 1990 and he has developed methods to help you communicate to your clients and you understand what your clients want from you. Once you know what clients want, you can learn how to provide it! Financial services representatives have turned to Tom Hopkins for years for his proven-effective, professional selling strategies which have helped them learn how to help more of their clients make financial planning decisions. How to Master the Art of Selling Financial Services, will help you: Learn effective ways to talk with clients and calm their fearsAsk the right questions to get clients talking about their needsImplement client feedback so that you can provide your best serviceIncrease your sales ratios with closing strategies that make sense to your clientsGrow your business with powerful, yet simple referral strategies Tom Hopkins’ methods will teach you how to master the art of selling financial services more effectively and efficiently than ever before!
The Ultimate Seminar Program For The Financial Advisor
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Author : Adri Miller-Heckman
language : en
Publisher: AuthorHouse
Release Date : 2006-05-10
The Ultimate Seminar Program For The Financial Advisor written by Adri Miller-Heckman and has been published by AuthorHouse this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006-05-10 with Business & Economics categories.
While most advisors recognize the impact and marketing value of seminars, they struggle to find a reliable formula that will convert their seminar efforts into new business. Adri Miller-Heckman has that formula. Adri not only built her business strictly through seminars, she has taught thousands of Financial Advisors how to implement a seminar program that works. In her book Adri walks you through 10 steps to a program that will produce the results you want. Isn't it time you received the training you need to make your seminar program work
Skills That Succeed
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Author : Russell Collins
language : en
Publisher:
Release Date : 2015-05-06
Skills That Succeed written by Russell Collins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-05-06 with categories.
With over 40 years' experience in the industry, Russell Collins knows that the top professional advisers are successful because of their persuasive talents. Through the exercise of those talents they encourage people to reach decisions that they know are best, but about which they would prefer to procrastinate. Russell also believes there is a major flaw in the training of new advisers entering the industry. Within the training process there is an overemphasis on product and technical knowledge and a severe under-emphasis on communication skills. 'Skills that Succeed' is about the basics of selling risk insurance, especially life insurance. The common denominator in each of these basics is "communication," especially as it relates to: The importance of preparation: how can you separate yourself from your competitors from the outset? The fact-finding meeting: "What do you say after you say hello?" The importance of the file note, and what to do with the information in the file note How to assemble and make great presentations How to get the case through underwriting Specific sales concepts for both the personal and business owner markets There is a danger that many who are new to the industry may believe that the more qualifications an adviser possesses, the more successful they will become, but this is not the case. Success is based on communication, which is an art, not a science. RUSSELL COLLINS Dip LI Russell spent 40 years as a Financial Adviser specialising in risk insurance. Since his retirement as an adviser in June 2010, he has maintained his interest in the financial services industry by sharing his knowledge through individual mentoring, one-day workshops and speaking at national and international industry conferences and other events. His experience in his early years in the personal market, and in his later years in the business owner market, has given him a wide area of expertise which has proven easily transferable to willing listeners interested in investing in their businesses. "
Seminars For The Financial Advisor
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Author : Adri Miller-Heckman
language : en
Publisher: Vervante
Release Date : 2009-06
Seminars For The Financial Advisor written by Adri Miller-Heckman and has been published by Vervante this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-06 with Business & Economics categories.
Seminar industry veteran Miller-Heckman reveals her step-by-step process for creating events that produce results and convert attendees into satisfied clients.