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You need tools and technology to become a top financial advisor. How do you become a million-dollar producer, increase customer satisfaction, and expand your business significantly? The Financial Advisors' Success Handbook provides answers to these important questions, as well as the proven technical and expert insights you need to maximize the profitability of your practice. Financial services companies have traditionally not designed for serious growth. However, this book shows how to break this cycle and earn more revenue - while providing better services to customers. You will learn to: Develop a differentiation strategy * Effectively segment your books and analyze opportunities * Define and implement your six customer-facing core processes * Balance service costs and delivery value * Develop business plans * Improve customer loyalty * Measure important Things* Complete your personal marketing and sales methods The Financial Advisor's Success Handbook contains forms, charts, forms, worksheets, sample letters, etc. that provide everything you need to keep your business growing beyond your boldest expectations.
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Orignal From: Financial Advisor's Success Handbook (Hardcover)
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