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Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management [Minkštas viršelis]

3.70/5 (21 ratings by Goodreads)
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  • Formatas: Paperback / softback, 388 pages, aukštis x plotis: 228x152 mm, Illustrations
  • Išleidimo metai: 21-Jul-2016
  • Leidėjas: Morgan James Publishing llc
  • ISBN-10: 163047813X
  • ISBN-13: 9781630478131
Kitos knygos pagal šią temą:
Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice ManagementDidesnis paveikslėlis
  • Formatas: Paperback / softback, 388 pages, aukštis x plotis: 228x152 mm, Illustrations
  • Išleidimo metai: 21-Jul-2016
  • Leidėjas: Morgan James Publishing llc
  • ISBN-10: 163047813X
  • ISBN-13: 9781630478131
Kitos knygos pagal šią temą:
Pastovi nuoroda: https://www.kriso.lt/db/9781630478131.html
Raktažodžiai:
The number one issue for financial professionals is capacity. What is the number one way to constantly build capacity in your financial services business? What blind spot is holding you back from achieving more? Does it seem there is never enough time to grow? Its time for you to implement the missing practice management processes into your financial business so you can build your ideal business.



Based on extensive financial industry practice management research, proven marketing strategies from Guerrilla Marketing legend Jay Conrad Levinson and over 27 years of unique financial industry experience, Grant Hicks has created simple yet easy to implement strategies for any financial professional to build and manage capacity in their practice.







Research shows that a majority of financial professionals do not have detailed practice management processes including: a unique value proposition clearly articulated, a formal feedback system for clients, a clear definition of an ideal client and a process for attracting ideal clients. Learn strategies to build your ideal capacity, and increase your revenue by up to 33%, through unique practice management processes.







Quickly learn how to:







Identify and attract better ideal clients to manage your growth effectively







Manage your time to achieve consistent double digit growth and manage capacity issues







Gather more revenue and get more referrals by implementing proven processes







Inspire clients to act quickly through articulating your ideal client experience and case studies







Build key practice management processes to build ideal capacity such as feedback and your value proposition







Save yourself valuable time. By implementing just one new process, you will be on the path to your ideal capacity and ultimately your ideal practice.

Daugiau informacijos

How do top financial advisors manage capacity year after year and consistently grow their business? What processes do they use to manage their business effectively at any level? By implementing key practice management processes, financial advisors can manage capacity, attract ideal clients and build their ideal business.
Foreword 5(5)
Chapter One What is practice management all about?
10(14)
Chapter Two The Why of practice management
24(8)
Chapter Three Ideal client acquisition
32(44)
Strategy 1 Create your ideal client profile
36(5)
Strategy 2 Build ideal client profiles with Case Studies
41(5)
Strategy 3 Build a Marketing Plan Guaranteed to Increase Your Business
46(7)
Strategy 4 Writing out your unique Value proposition to attract your ideal client
53(6)
Strategy 5 The five touch marketing process to have ideal clients find you
59(9)
Strategy 6 Client Acquisition---The Guerrilla Marketing Way
68(8)
Chapter Four Key practice management processes
76(41)
Strategy 7 The best practice management idea you will ever read
77(4)
Strategy 8 Ideal client acquisition - the magic 6
81(6)
Strategy 9 Key questions to ask millionaires and build your trust process
87(4)
Strategy 10 Creating your formal feedback process
91(5)
Strategy 11 Secret strategies for creating a referral process
96(11)
Strategy 12 Contact management and workflows
107(6)
Strategy 13 Technology tools
113(4)
Chapter Five Enhanced ideal client experience
117(25)
Strategy 14 Your Dynamic Communications processes
117(8)
Strategy 15 Building a Fee ready practice
125(3)
Strategy 16 Value added progress update meetings
128(6)
Strategy 17 Your ideal Client experience process
134(8)
Chapter Six Key Metrics
142(16)
Strategy 18 Key practice Management metrics every advisor must have
143(4)
Strategy 19 Benchmarking, your guide to improving your practice
147(4)
Strategy 20 Your ideal business model
151(5)
Strategy 21 Learning from the best - the mastermind concept
156(2)
Chapter Seven Building Capacity
158(18)
Strategy 22 Who are your ideal clients now?
159(7)
Strategy 23 Finding marketing team builders
166(3)
Strategy 24 Building capacity in your practice
169(4)
Strategy 25 Rapid business growth and momentum
173(3)
Chapter Eight Your ideal lifestyle
176(11)
Strategy 26 Equity, succession and transition
177(5)
Strategy 27 True Ideal capacity---your work life balance
182(5)
Chapter Nine Practice management resources
187(6)
Questionnaires and Checklists 193(1)
Templates 194(1)
About the Authors 195
Grant Hicks, CIM, is a practice management capacity consultant. In addition to being an author and a popular keynote speaker at many conferences, Grant runs a training and coaching program for top financial advisors. He is the founder and National Director of Practice Management at www.advisorpracticemanagement.com with 27+ years of unique experience in the financial services industry. Grant is best known for co-authoring Guerrilla Marketing for Financial Advisors with Jay Conrad Levinson.