Youve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships Ray Sclafani

ISBN: 9781119062011

Published: October 14th 2015

Hardcover

272 pages


Description

Youve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships  by  Ray Sclafani

Youve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships by Ray Sclafani
October 14th 2015 | Hardcover | PDF, EPUB, FB2, DjVu, talking book, mp3, RTF | 272 pages | ISBN: 9781119062011 | 6.59 Mb

Reframe wealth management to achieve sustainable success in financial services Youve Been Framed(TM) is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether youre a savvyMoreReframe wealth management to achieve sustainable success in financial services Youve Been Framed(TM) is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether youre a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business.

Youll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you--leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services.

Transform your role from directive advisor to trusted advocate. Completely shift the paradigm, and make yourself the de facto solution to your clients wealth management issues.Whether its the firm with which youre affiliated or the types of products and services you offer, youve been framed. As a wealth management advisor, your clients have little understanding of what you do or why you do it.

Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocateIf you havent effectively led discussions to co-create what your business stands for--and what differentiates it from competitors--youre losing talent, prospects, and business.

Youve Been Framed(TM) gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.



Enter the sum





Related Archive Books



Related Books


Comments

Comments for "Youve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships":


topnaprawy.pl

©2012-2015 | DMCA | Contact us