The Advisor Playbook: Regain liberation and order in your personal and professional life
Author | : | |
Rating | : | 4.63 (604 Votes) |
Asin | : | 0968440185 |
Format Type | : | paperback |
Number of Pages | : | 266 Pages |
Publish Date | : | 2017-02-10 |
Language | : | English |
DESCRIPTION:
Great book if you are a financial advisor looking to improve your customer service. Richard Stevens I spent a day in a MacPhearson workshop. Great event. This book adds to clarity the workshop but should also improve customer service without the workshop.. Book resonates with me If you might want to change how you are doing things as a financial advisor this book is for you. Many things in this book resonate with me but it may not for all advisors. Being in the business for only a few years, I will be using this program to "up my game" so to speak. It's all about establishing and keeping a relationship with your clients as you guide them on their path to financial freedom.. "Five Stars" according to oregonbully. Strong content.
As the Head of Advisory Practices, my goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. Along with my team of coaches, I have developed and refined several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight Plan. I've invested those experiences into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes implementation predictable and sustainable. . You can also find me on LinkedIn at cankedin/in/duncanmacpherson.I am the Head of Advisory Practices at First Trust, a firm
First Trust has helped develop this model through a broad range of investment, advisory and management solutions and I am proud that First Trust has been nationally recognized for this solution-based approach. Along with my team of coaches, I have developed and refined several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight
Referrals are influenced by your service which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. The Advisor Playbook will take the mystery away.Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. Nothing ex