The 401k Service Solution™ Handbook details a simple process to guide plan sponsors and fiduciaries through successful plan setup, management, and review.
This book uses extensive industry research, coupled with the authors' experience working with CPA firms, to show why wealth management is the wave of the future for any financial services firm that wants to connect with affluent clients and be successful.
Attract and Retain the Affluent Investor will show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.
Networking. Everyone talks about it. Isn’t it time you learn how to do it - the right way?
Strategic networking is knowing what to do before the event, like creating a powerful relationship building plan and verbal business card and becoming a student of impression management, how to work the event and how to follow up.
All written by the woman the Chicago Tribune calls a “networking expert” and the Association Forum of Chicagoland dubs the “business networking expert.”
This new book from Bill Cates will give you over 100 ideas and tactics you can use to stimulate more referrals – including real-world examples and best practices. It includes a section on powerful social prospecting methods.
If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you!
The team of Chalk and Barlow have consolidated their many years of experience into a concise collection of concepts, strategies and processes for the Financial Advisor who concentrates in the 401(k) Company Retirement Plan industry. The proven processes revealed within focus on evaluating the Financial Advisor's performance in a methodical, measurable manner.
This is a most comprehensive guide that accurately defines how to value, buy, or sell a financial services firm. Tibergien goes over the top in providing the adviser an understanding of how to maximize business worth. Regardless of what stage of your financial-services career you're in, this is a must-read!
In Indispensable, renowned business consultant Joe Calloway looks at how real companies have made their products and services indispensable to their customers, and how you can do the same in your business.
* Is your firm the only game in town? * Do people consider your service first and price later? * Are you perceived as sufficiently Special that prospective customers can tell you apart from the rest of the pack? * Do you know who your target clients are? Who they are not? * Can you turn down the wrong business? * Do clients know what you stand for? * Do you have a powerful marketing system capable of making your niche a household word?
Written by business growth expert Steven Little, The 7 Irrefutable Rules of Small Business Growth answers the most important questions for start-ups on topics such as technology, business plans, hiring, and much more.
Hank Moore, the top Corporate Strategist and founder of the Business Tree shares his sought-after secrets typically reserved for his Fortune 500 company clientele in his first of a series of business books.
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