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The Pocket Guide to Sales for Financial Advisors, Paperback/Beverly D. Flaxington - Ata Press


The Pocket Guide to Sales for Financial Advisors, Paperback/Beverly D. Flaxington
90 Lei

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(09-10-2024)
Cumpara de la elefant.ro

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Selling is as old as civilization itself.
F.
About the Author: As The Human Behavior Coach, Beverly D.
This book will offer guidance on how you can sell in a comfortable and effective manner.
If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well.
Take your business to the next level.
Use your relationship skills to close new business.
Promote your planning process, wealth management services, or investment expertise.
Get your message out to those who need it.
It is a way to: Let people know who you are and what you do well.
It\'s time to recognize selling as the valuable activity that it is.
Many Advisors will conjure up the picture of the slimy used-car Sales guy.
For this reason, and some others, turning into a salesperson seems like a negative, degrading thing.
They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales.
Selling is probably the last thing those who entered these fields were thinking of doing.
Most times, their interests tend more toward data, analysis, and more solitary orientations.
The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales.
Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it\'s a good choice to do business with you, too.
To Financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same Advisors who shy away from the concept of selling are often those who find themselves selling every single day Sometimes they\'re even participating in the selling process multiple times throughout the day--and they may not realize it.
Put in the simplest of terms, selling is the exchange of goods and services for something of value.
Selling is as old as civilization itself


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