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Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself
Author: Stephen Wershing
Publisher: McGraw Hill Professional
Total Pages: 209
Release: 2012-10-05
Genre: Business & Economics
ISBN: 0071808205

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The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. "The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships." You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals "Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact "The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor "Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View "This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network "Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company "Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet


G2: Building the Next Generation

G2: Building the Next Generation
Author: Philip Palaveev
Publisher: John Wiley & Sons
Total Pages: 256
Release: 2017-08-22
Genre: Business & Economics
ISBN: 1119370094

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Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firm's future. Extensive statistical research backs proven strategies for structuring management and succession, overcoming obstacles, selling equity, and more, while expert guidance walks you through the process and warn you of potential pitfalls along the way. A generation of entrepreneurs used their talent and ambition to build an industry; to ensure that their success lives on, those leaders now face the formidable challenge of succession. With the future of your firm at stake, how do you recruit, train, mentor, and develop the next generation of professionals, owners, and leaders? This book shows you how to find the people you need, and develop them into the leadership your firm deserves. Identify and develop future leaders from the pool of existing and upcoming talent Structure management and management succession to ensure successful transition Begin selling equity to your firm's next generation of leaders Learn smart strategies for dealing with setbacks along the way The next generation of leaders will shape the future of your firm, but collectively, they will define the future of the entire advisory industry. Firms who succeed in developing their best talent will continue to thrive—those who fail will be left with a great car, but no driver. Getting this right may be one of the most critical points of your career, and it isn't something that should be left to chance or "gut feeling". G2: Building the Next Generation gives you a solid, grounded, systematic approach for ensuring your firm's long-lived success.


Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself
Author: Stephen Wershing
Publisher: McGraw Hill Professional
Total Pages: 210
Release: 2012-10-02
Genre: Business & Economics
ISBN: 0071808191

Download Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself Book in PDF, ePub and Kindle

Stop Asking for Referrals helps financial services professionals ensure that clients mention them to their friends when the opportunity arises. It guides advisors through the process of designing a communication strategy to promote referrals, teaches them how to have the new referral conversation with clients, and shows how to utilize the changes to promote referrals from other professionals and centers of influence.


Talent Chooses You

Talent Chooses You
Author: James Ellis
Publisher:
Total Pages: 328
Release: 2020-06-03
Genre:
ISBN:

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If you want your business to grow, you need to be able to rely on your ability to hire talent reliably and consistently. No talent pipeline? No growth, and no business. But your recruiting team is drowning (I asked them). They need help. Now, if you ask recruiters, they will ask for headcount. Or more technology. But more bodies and more tools won't solve the issue (though it will eat up your budget). What you need a is a better strategy. And that strategy is called employer branding.Employer branding is about understanding, distilling and communicating what your company is all about in order to attract all the talent you need. That will differentiate your company as a place where people will want to work, rather than a place they land because they didn't know better.If you've heard about employer branding in business magazines, it might seem like something only "big companies" can do. Something that requires a dedicated team, expensive platforms, or a bunch of consultants. That isn't true. If you understand where your brand comes from, and how to apply it, any company (especially yours) can hire better with it.And this book will teach you how to do all of that, and then some.In this book, you'll learn what employer branding really is, how to make a compelling argument internally to leadership that creates commitment, how to work with other teams and be creative in finding solutions. As a special bonus, we are including a handbook on how to work with recruiting teams. This hands-on workbook is chock full of examples, checklists, step-by-step instructions and even emails you can copy and paste to make things happen immediately.


Getting Everything You Can Out of All You've Got

Getting Everything You Can Out of All You've Got
Author: Jay Abraham
Publisher: Macmillan
Total Pages: 388
Release: 2001-10-12
Genre: Business & Economics
ISBN: 9780312284541

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Abraham--trusted advisor to America's top corporations--has written his first major book for anyone seeking fresh ideas on supercharging personal or business success.


Fearless Salary Negotiation

Fearless Salary Negotiation
Author: Josh Doody
Publisher:
Total Pages: 174
Release: 2015-12-02
Genre:
ISBN: 9780692568682

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Seven Figure Firm

Seven Figure Firm
Author: Erin Botsford
Publisher: Greenleaf Book Group
Total Pages: 192
Release: 2024-06-11
Genre: Business & Economics
ISBN: 1632998386

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Turn Your Financial Services Practice Into a Growing Business New Systems. In Seven Figure Firm,author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to— •Develop Effective Prospecting and Marketing Methods •Create Your Brand •Recruit and Build a Team •Use Systems and Processes to Create Raving Fans •Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford’s experience and following her in-depth process, you will have a solid path to a successful seven-figure firm.


Confessions of a Recovering Environmentalist and Other Essays

Confessions of a Recovering Environmentalist and Other Essays
Author: Paul Kingsnorth
Publisher: Graywolf Press
Total Pages: 208
Release: 2017-08-01
Genre: Literary Collections
ISBN: 1555979726

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A provocative and urgent essay collection that asks how we can live with hope in “an age of ecocide” Paul Kingsnorth was once an activist—an ardent environmentalist. He fought against rampant development and the depredations of a corporate world that seemed hell-bent on ignoring a looming climate crisis in its relentless pursuit of profit. But as the environmental movement began to focus on “sustainability” rather than the defense of wild places for their own sake and as global conditions worsened, he grew disenchanted with the movement that he once embraced. He gave up what he saw as the false hope that residents of the First World would ever make the kind of sacrifices that might avert the severe consequences of climate change. Full of grief and fury as well as passionate, lyrical evocations of nature and the wild, Confessions of a Recovering Environmentalist gathers the wave-making essays that have charted the change in Kingsnorth’s thinking. In them he articulates a new vision that he calls “dark ecology,” which stands firmly in opposition to the belief that technology can save us, and he argues for a renewed balance between the human and nonhuman worlds. This iconoclastic, fearless, and ultimately hopeful book, which includes the much-discussed “Uncivilization” manifesto, asks hard questions about how we’ve lived and how we should live.


Working Mother

Working Mother
Author:
Publisher:
Total Pages: 220
Release: 2001-10
Genre:
ISBN:

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The magazine that helps career moms balance their personal and professional lives.


How to Write a Business Plan

How to Write a Business Plan
Author: Mike P. McKeever
Publisher: NOLO
Total Pages: 268
Release: 1992
Genre: Business & Economics
ISBN: 9780873371841

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How to make realistic financial projections, develop effective marketing strategies and refine your overall business goals.