SMART Marketing: The FUNdamentals of Building and Expanding a Successful Financial Advisory Practice

Idioma: inglés

Editorial: Dorrance Publishing Co., 2018

1480988987 / 9781480988989

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Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de AmericaWorld of Books (was SecondSale)

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Vendedor de IberLibro desde 20 de diciembre de 2007

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Descripción del artículo del vendedor

When Larry Biederman joined Merrill Lynch in the 1960s he tried the standard sales tactics - and, like half of all financial advisors, was in danger of failing and quitting. But when he tweaked his process he ended up in the top 5% of brokers in his firm and went on to fifty years of a successful and fun career. In this book, Biederman explains his five marketing steps to enjoyably build and expand your financial advisory practice. From identifying prospects, developing a relationship, providing superior service, and more, each step comes with a clear explanation, scripts, case studies, and closing action steps for you to implement in your own business. Highlighting independent research and his personal experiences, Biederman shares proven advice for every financial advisor, no matter your experience level. You can earn your dream client's investment business and build a career that provides success and fulfillment. Tired and boring sales tactics will get you tired and boring results - if you get any results at all. By using your own creativity and passion, you'll not only have success, you'll have fun. A brisk guide to working smarter, not harder, this book is key to your success. About the Author A graduate of Ohio State University, Larry Biederman joined Merrill Lynch as a financial advisor in Columbus, Ohio. Entering management in 1970, Larry led offices in Chicago, New York City, and Indianapolis. He also served as Director of Sales and Management Development and was a Director of the Mid-Atlantic and New York Metropolitan Regions and the southern California district. He was also Chairman and CEO of Merrill Lynch Fine Homes, a publicly held subsidiary of the firm. In 1998, after thirty years, Biederman retired from Merrill Lynch and co-founded PSBtraining.com, a sales and management consulting firm whose clients consisted of virtually every prominent national and regional firm in the financial services industry. He lives with his wife Lois in Windermere, Florida, where they play as much golf as possible as members of the Bay Hill and Orange Tree country clubs. …

N° de ref. del artículo CIN1480988987VG

Título
SMART Marketing: The FUNdamentals of Building and Expanding a Successful Financial Advisory Practice
Autor
Larry Biederman
Editorial
Dorrance Publishing Co.
Año de publicación
2018
Estado
Very Good
Encuadernación
Paperback
Idioma
inglés
ISBN 10
1480988987
ISBN 13
9781480988989

World of Books (was SecondSale)

Montgomery, IL, Estados Unidos de America

Vendedor de 5 estrellas

Vendedor de IberLibro desde 20 de diciembre de 2007

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ArtículoDe 4 a 12 días hábilesDe 3 a 6 días hábiles
Primer artículoEUR 0,00EUR 9,91
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …

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SBYB, Inc.

900 Knell Rd
Montgomery, IL Estados Unidos de America 60538