Selling Skills For Financial Advisors

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 204 pages
Book Rating : 4./5 ( download)

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Download or read book Selling Skills for Financial Advisors written by Gerard Assey and published by Gerard Assey. This book was released on 2023-09-01 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.28/5 ( download)

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Download or read book Selling Skills for Financial Advisors written by Gerard Assey and published by Gerard Assey. This book was released on 2023-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Beverly D. Flaxington
Publisher : Ata Press
ISBN 13 : 9780983762089
Total Pages : 174 pages
Book Rating : 4.82/5 ( download)

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Download or read book The Pocket Guide to Sales for Financial Advisors written by Beverly D. Flaxington and published by Ata Press. This book was released on 2014-10 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.26/5 ( download)

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Download or read book Financial Advisors Sales Training written by Gerard Assey and published by Gerard Assey. This book was released on 2023-07-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: '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.

Author : Harry Beckwith
Publisher : Business Plus
ISBN 13 : 0759521522
Total Pages : 137 pages
Book Rating : 4.20/5 ( download)

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Download or read book Selling the Invisible written by Harry Beckwith and published by Business Plus. This book was released on 2000-10-15 with total page 137 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Dani Peer
Publisher :
ISBN 13 : 9780992549398
Total Pages : 230 pages
Book Rating : 4.96/5 ( download)

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Download or read book Powerful Words written by Dani Peer and published by . This book was released on 2014-07-31 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlike any other profession, the financial advisor must be both qualified to provide advice and skilled in selling that advice. The quality that sets the most successful advisors apart is not technical prowess but mastering certain enabling capabilities - the skills required to commercialise technical knowhow. Powerful Words is not just another sales book. Powerful Words uses cognitive psychology to help us understand what our clients are thinking when they first meet us and how this thinking must change before they decide to engage our services. Combining his own experience with the ideas of internationally- recognised thought leaders, Dani Peer provides a practical understanding of our client's mental journey from a defensive and wary mindset to a motivated buyer; and the enabling skills required to consistently and successfully lead our clients through this journey. He challenges widely-held beliefs about where the value lies in the advisor-client relationship and presents us with a compelling alternative that will secure the status of the financial advisor as a recognised and respected professional. Packed with anecdotes and practical insights, Powerful Words is a must read for financial advisors and for all those who seek a better understanding of the unique dynamics of the advice relationship.

Author : Gerard Assey
Publisher : Gerard Assey
ISBN 13 :
Total Pages : 199 pages
Book Rating : 4./5 ( download)

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Download or read book Financial Advisors Sales Training written by Gerard Assey and published by Gerard Assey. This book was released on 2023-07-24 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: ‘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.

Author : Scott West
Publisher : Kaplan Trade
ISBN 13 : 9780793136643
Total Pages : 256 pages
Book Rating : 4.44/5 ( download)

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Download or read book Storyselling for Financial Advisors written by Scott West and published by Kaplan Trade. This book was released on 2000-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Author : Carl Richards
Publisher : Portfolio
ISBN 13 : 1591847559
Total Pages : 226 pages
Book Rating : 4.57/5 ( download)

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Download or read book The One-Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Author : Allen C. McLellan
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.95/5 ( download)

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Download or read book Techniques for Exploring Personal Markets written by Allen C. McLellan and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: