The Modern Trusted Advisor

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The Modern Trusted Advisor
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Author : Nancy MacKay
language : en
Publisher: Business Expert Press
Release Date : 2021-10-15
The Modern Trusted Advisor written by Nancy MacKay and has been published by Business Expert Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-10-15 with Business & Economics categories.
The best and the brightest use advisors and experts. In fact, one could say that they are the best and the brightest because they utilized trusted advisors throughout their careers. Whether in business, sports, entertainment, academia, or politics–expert help is a fundamental enabler of success. That means that the demand for expert advice will grow and the competition will increase for such help. This isn’t a matter of “certificates” and “universities,” it’s a matter of specific skill and behavioral sets that create a trusting bond and reliance. Trusted advisors are beyond coaches—they are comprehensive resources and supporters. The Modern Trusted Advisor employs important mastery traits, such as subordinating ego, applying shared experiences, and managing emotional, mental, and intellectual health. We are entering a world of “no normal” today and leaders must inspire others daily. This is the book that prepares you to inspire those leaders.
The Trusted Advisor
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Author : David H. Maister
language : en
Publisher: Simon and Schuster
Release Date : 2001-10-09
The Trusted Advisor written by David H. Maister and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-10-09 with Business & Economics categories.
Publisher Fact Sheet David Maister & two elite consultants deliver a dynamic must-read on how to earn & maintain clients' trust & negotiate successful business relationships in today's economy.
The Trusted Advisor 20th Anniversary Edition
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Author : Charles H. Green
language : en
Publisher: Simon and Schuster
Release Date : 2001-10-09
The Trusted Advisor 20th Anniversary Edition written by Charles H. Green and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-10-09 with Business & Economics categories.
Bestselling author David Maister teams up with Charles H. Green and Robert M. Galford to bring us the essential tool for all consultants, negotiators, and advisors. In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.
Modern Trusted Advisor Best Practices For High Value Executive Consultation
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Author : Nancy MacKay
language : en
Publisher:
Release Date : 2021-10-15
Modern Trusted Advisor Best Practices For High Value Executive Consultation written by Nancy MacKay and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-10-15 with Business & Economics categories.
The best and the brightest use advisors and experts. In fact, one could say that they are the best and the brightest because they utilized trusted advisors throughout their careers. Whether in business, sports, entertainment, academia, or politics-expert help is a fundamental enabler of success. That means that the demand for expert advice will grow and the competition will increase for such help. This isn't a matter of "certificates" and "universities," it's a matter of specific skill and behavioral sets that create a trusting bond and reliance. Trusted advisors are beyond coaches-they are comprehensive resources and supporters. The Modern Trusted Advisor employs important mastery traits, such as subordinating ego, applying shared experiences, and managing emotional, mental, and intellectual health. We are entering a world of "no normal" today and leaders must inspire others daily. This is the book that prepares you to inspire those leaders.
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.
Selling The Invisible
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Author : Harry Beckwith
language : en
Publisher: Business Plus
Release Date : 2000-10-15
Selling The Invisible written by Harry Beckwith and has been published by Business Plus this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000-10-15 with Business & Economics categories.
SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.
Get Wise To Your Advisor
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Author : Steven D. Lockshin
language : en
Publisher: John Wiley & Sons
Release Date : 2013-09-03
Get Wise To Your Advisor written by Steven D. Lockshin 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 2013-09-03 with Business & Economics categories.
The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
Proven In The Trenches
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Author : Ron Carson
language : en
Publisher: Harriman House Limited
Release Date : 2020-05-12
Proven In The Trenches written by Ron Carson and has been published by Harriman House Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05-12 with Business & Economics categories.
The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: • Understanding Investor Behavior • Blueprinting Your Life and Your Business • Attracting Talent by Growing Your Own • Putting Process Behind Your People • Building a Brand that Connects and Converts • Wealth Planning and What It Takes to Revive Advisor Value • Creating a Compelling Client Experience • Evaluating Partnerships • Attracting New Clients and the Art of Ethical Persuasion • Plotting Your Succession • Making the Shift from Advisor to CEO
Trust Agents
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Author : Chris Brogan
language : en
Publisher: John Wiley & Sons
Release Date : 2020-06-30
Trust Agents written by Chris Brogan 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 2020-06-30 with Business & Economics categories.
The 10th Anniversary Edition of Trust Agents helps companies get back on track in their efforts to build reputation, attention, and trust. In the years since authors Chris Brogan and Julien Smith first released their groundbreaking book Trust Agents, social media channels have become inundated by questionable, low-quality content. As a result, many businesses have suffered from damaged reputations and poorly performing social media initiatives. The power of social media is as strong as ever, yet businesses are struggling when trying to re-capture the trust and attention of their audience. This special 10th Anniversary Edition of Trust Agents helps companies of all kinds regain their reputation and re-establish the attention and trust of the marketplace. Celebrating a decade in print, this New York Times bestseller has been thoroughly revised and updated to reflect the new business realities of social networks and the latest digital technologies. All-new content and supplemental materials show business leaders how to attract the right kind of attention, communicate directly to specific groups, and leverage human innovation and originality in this age of Artificial Intelligence and automation. From using the latest social apps and platforms to build trusted networks of influence, to implementing laser-focused marketing strategies to cut through the digital clutter, critical information is supported by real-world examples and case studies, advanced theory, and practical, actionable guidance. This must-have guide: Provides expert advice on creating and growing brand influence Features specific strategies for small businesses, nonprofits, the hospitality industry, corporations, and more Discusses the six main tenets of trust agents and their use Explores online tools that foster better relationships, increased sales, and greater profits Explains the relationship between trust, social capital, and media The 10th Anniversary Edition of Trust Agents: Using the Web to Build Influence, Improve Reputation, and Earn Trust is a valuable source of knowledge for any organization operating in the Digital Age.
Ceo Excellence
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Author : Carolyn Dewar
language : en
Publisher: Hachette UK
Release Date : 2022-03-17
Ceo Excellence written by Carolyn Dewar and has been published by Hachette UK this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-03-17 with Business & Economics categories.
CEO EXCELLENCE, by McKinsey senior partners Carolyn Dewar, Scott Keller and Vikram Malhotra is a unique and timely business book which will draw on 25 years of research and interviews with top leaders of some of the world's most respected companies. The resulting book will demonstrate that while the role of CEO is unique within every organisation, it is surprisingly similar across companies even in disparate industries. Furthermore, the best CEOs approach their role with distinct mindsets and practices. This book is about truly world class leadership, showing how the best CEOs think, adapt and approach challenges (never more relevant than in this extraordinary time). It will show why a brilliant CEO can have such an immense impact, and demonstrate how to model yourself and your performance on the very best - so that your turn to lead comes sooner, and is more successful.